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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 | $37,391 | $66,402-43.7% | $109,907-66.0% | $85,847-56.4% |
| Participation rate | 95.2% | 63.9%+31.4pp | 74.2%+21.0pp | 69.3%+25.9pp |
| Annual return | 10.66% | 19.59%-8.9pp | 29.46%-18.8pp | 318.61%-307.9pp |
| Employer contribution / active EE | $5,466 | $1,687+224.0% | $2,844+92.2% | $2,565+113.1% |
| Participant deferral / active EE | $41 | $2,842-98.5% | $4,047-99.0% | $3,952-99.0% |
| Admin fee / account holder | $60,230 | $4,557+1221.6% | $6,069+892.5% | $6,261+862.0% |