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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 | $77,401 | $171,492-54.9% | $150,734-48.7% | $198,609-61.0% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 3.37% | 804.70%-801.3pp | 600.81%-597.4pp | 202.70%-199.3pp |
| Employer contribution / active EE | $2,617 | $5,470-52.2% | $4,918-46.8% | $5,055-48.2% |
| Participant deferral / active EE | $2,384 | $6,259-61.9% | $5,610-57.5% | $6,977-65.8% |
| Admin fee / account holder | $227,730 | $17,628+1191.9% | $14,905+1427.8% | $19,030+1096.7% |