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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 | $65,433 | $109,411-40.2% | $89,435-26.8% | $158,982-58.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 3.44% | 345.68%-342.2pp | 245.55%-242.1pp | 302.99%-299.6pp |
| Employer contribution / active EE | $19,152 | $3,173+503.6% | $2,587+640.3% | $4,763+302.1% |
| Participant deferral / active EE | $108 | $4,600-97.7% | $3,890-97.2% | $5,983-98.2% |
| Admin fee / account holder | $20,585 | $6,159+234.2% | $4,884+321.4% | $11,252+82.9% |