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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 | $74,660 | $110,337-32.3% | $102,383-27.1% | $145,877-48.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.91% | 24.83%-17.9pp | 24.94%-18.0pp | 551.28%-544.4pp |
| Employer contribution / active EE | $3,201 | $4,216-24.1% | $3,870-17.3% | $4,663-31.4% |
| Participant deferral / active EE | $1,294 | $5,621-77.0% | $5,060-74.4% | $6,691-80.7% |
| Admin fee / account holder | $16,576 | $9,750+70.0% | $8,391+97.5% | $13,402+23.7% |