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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 | $68,381 | $110,410-38.1% | $102,437-33.2% | $145,897-53.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.05% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.2pp |
| Employer contribution / active EE | $11,736 | $4,217+178.3% | $3,871+203.2% | $4,663+151.7% |
| Participant deferral / active EE | $852 | $5,622-84.8% | $5,060-83.2% | $6,689-87.3% |
| Admin fee / account holder | $10,659 | $9,745+9.4% | $8,388+27.1% | $13,390-20.4% |