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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 | $74,158 | $99,994-25.8% | $146,643-49.4% | $85,847-13.6% |
| Participation rate | 87.1% | 73.1%+14.0pp | 80.1%+7.0pp | 69.3%+17.8pp |
| Annual return | 10.71% | 18.93%-8.2pp | 22.75%-12.0pp | 318.61%-307.9pp |
| Employer contribution / active EE | $7,054 | $2,559+175.7% | $4,137+70.5% | $2,565+175.0% |
| Participant deferral / active EE | $999 | $4,006-75.1% | $5,506-81.9% | $3,952-74.7% |
| Admin fee / account holder | $57,190 | $7,703+642.5% | $10,280+456.3% | $6,261+813.5% |