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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 | $87,442 | $100,060-12.6% | $149,721-41.6% | $70,126+24.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 11.58% | 27.46%-15.9pp | 1501.67%-1490.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $3,956 | $3,661+8.0% | $5,444-27.3% | $2,343+68.9% |
| Participant deferral / active EE | $2,255 | $4,982-54.7% | $6,568-65.7% | $3,332-32.3% |
| Admin fee / account holder | $14,788 | $8,285+78.5% | $11,282+31.1% | $4,645+218.3% |