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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 | $68,109 | $47,479+43.4% | $62,929+8.2% | $82,448-17.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.28% | 20.34%-9.1pp | 1063.93%-1052.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,111 | $1,885+12.0% | $2,505-15.7% | $2,551-17.2% |
| Participant deferral / active EE | $124 | $2,870-95.7% | $3,888-96.8% | $4,139-97.0% |
| Admin fee / account holder | $3,336 | $3,804-12.3% | $5,065-34.1% | $7,234-53.9% |