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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 | $183,516-77.9% | $155,534-73.9% | $145,884-72.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.24% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,069 | $5,315-79.9% | $4,675-77.1% | $4,662-77.1% |
| Participant deferral / active EE | $910 | $6,467-85.9% | $5,630-83.8% | $6,690-86.4% |
| Admin fee / account holder | $68,601 | $19,293+255.6% | $15,900+331.5% | $13,392+412.3% |