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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 | $70,121+49.3% | $63,803+64.1% | $138,895-24.6% |
| Participation rate | 72.7% | 77.2%-4.5pp | 72.7%0pp | 79.9%-7.2pp |
| Annual return | 3.69% | 946.48%-942.8pp | 543.72%-540.0pp | 145.39%-141.7pp |
| Employer contribution / active EE | $1,745 | $2,882-39.4% | $2,532-31.1% | $4,194-58.4% |
| Participant deferral / active EE | $530 | $4,535-88.3% | $3,843-86.2% | $6,396-91.7% |
| Admin fee / account holder | $34,403 | $6,738+410.6% | $5,196+562.0% | $12,562+173.9% |