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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 | $49,642 | $183,539-73.0% | $155,556-68.1% | $145,897-66.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 7.77% | 61.31%-53.5pp | 64.84%-57.1pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,452 | $5,315-53.9% | $4,675-47.6% | $4,663-47.4% |
| Participant deferral / active EE | $1,691 | $6,467-73.9% | $5,631-70.0% | $6,689-74.7% |
| Admin fee / account holder | $40,121 | $19,275+108.2% | $15,885+152.6% | $13,390+199.6% |