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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 | $39,486 | $183,539-78.5% | $155,556-74.6% | $145,897-72.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 6.94% | 61.31%-54.4pp | 64.84%-57.9pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,385 | $5,315-73.9% | $4,675-70.4% | $4,663-70.3% |
| Participant deferral / active EE | $1,518 | $6,467-76.5% | $5,631-73.0% | $6,689-77.3% |
| Admin fee / account holder | $12,165 | $19,275-36.9% | $15,885-23.4% | $13,390-9.2% |