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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 | $104,688 | $68,097+53.7% | $62,929+66.4% | $137,256-23.7% |
| Participation rate | 72.7% | 77.4%-4.7pp | 73.1%-0.4pp | 80.0%-7.2pp |
| Annual return | 3.69% | 1859.11%-1855.4pp | 1063.93%-1060.2pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,745 | $2,811-37.9% | $2,505-30.3% | $4,156-58.0% |
| Participant deferral / active EE | $530 | $4,553-88.4% | $3,888-86.4% | $6,407-91.7% |
| Admin fee / account holder | $34,403 | $6,521+427.5% | $5,065+579.3% | $12,270+180.4% |