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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 | $66,601 | $77,901-14.5% | $149,717-55.5% | $75,181-11.4% |
| Participation rate | 71.1% | 65.6%+5.5pp | 78.8%-7.7pp | 67.2%+3.9pp |
| Annual return | 12.74% | 31.73%-19.0pp | 134.41%-121.7pp | 160.69%-148.0pp |
| Employer contribution / active EE | $6,601 | $3,137+110.4% | $4,820+36.9% | $2,671+147.2% |
| Participant deferral / active EE | $676 | $3,411-80.2% | $5,682-88.1% | $4,126-83.6% |
| Admin fee / account holder | $2,315 | $5,949-61.1% | $13,213-82.5% | $5,650-59.0% |