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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 | $60,162 | $47,479+26.7% | $62,929-4.4% | $82,448-27.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.20% | 20.34%-9.1pp | 1063.93%-1052.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $4,297 | $1,885+127.9% | $2,505+71.6% | $2,551+68.4% |
| Participant deferral / active EE | $79 | $2,870-97.2% | $3,888-98.0% | $4,139-98.1% |
| Admin fee / account holder | $4,891 | $3,804+28.6% | $5,065-3.4% | $7,234-32.4% |