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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,925 | $69,274-9.2% | $64,097-1.8% | $139,487-54.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 9.32% | 46.00%-36.7pp | 33.75%-24.4pp | 373.84%-364.5pp |
| Employer contribution / active EE | $777 | $3,187-75.6% | $2,750-71.7% | $4,755-83.7% |
| Participant deferral / active EE | $518 | $4,685-88.9% | $3,881-86.7% | $6,713-92.3% |
| Admin fee / account holder | $2,352 | $4,247-44.6% | $3,070-23.4% | $11,407-79.4% |