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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 | $37,982 | $93,617-59.4% | $135,982-72.1% | $75,177-49.5% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 11.19% | 30.89%-19.7pp | 68.32%-57.1pp | 160.75%-149.6pp |
| Employer contribution / active EE | $12,784 | $3,538+261.3% | $4,859+163.1% | $2,671+378.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,306 | $6,980-81.3% | $10,767-87.9% | $5,651-76.9% |