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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 | $40,622 | $183,592-77.9% | $155,574-73.9% | $145,877-72.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.24% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,069 | $5,317-79.9% | $4,676-77.1% | $4,663-77.1% |
| Participant deferral / active EE | $910 | $6,466-85.9% | $5,629-83.8% | $6,691-86.4% |
| Admin fee / account holder | $68,601 | $19,316+255.2% | $15,914+331.1% | $13,402+411.9% |