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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 | $71,024 | $137,414-48.3% | $189,537-62.5% | $85,847-17.3% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 10.91% | 38.14%-27.2pp | 555.34%-544.4pp | 318.61%-307.7pp |
| Employer contribution / active EE | $1,506 | $4,344-65.3% | $6,161-75.5% | $2,565-41.3% |
| Participant deferral / active EE | $2,892 | $6,260-53.8% | $8,220-64.8% | $3,952-26.8% |
| Admin fee / account holder | $658 | $8,630-92.4% | $12,048-94.5% | $6,261-89.5% |