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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 | $73,421+42.6% | $66,439+57.6% | $155,188-32.5% |
| Participation rate | 72.7% | 79.7%-7.0pp | 74.5%-1.8pp | 80.8%-8.1pp |
| Annual return | 3.69% | 1382.37%-1378.7pp | 757.66%-754.0pp | 148.84%-145.1pp |
| Employer contribution / active EE | $1,745 | $3,039-42.6% | $2,637-33.8% | $4,248-58.9% |
| Participant deferral / active EE | $530 | $4,680-88.7% | $3,876-86.3% | $6,531-91.9% |
| Admin fee / account holder | $34,403 | $8,856+288.5% | $6,173+457.3% | $14,480+137.6% |