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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 | $166,840 | $73,546+126.9% | $63,018+164.7% | $147,586+13.0% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 5.14% | 175.56%-170.4pp | 87.62%-82.5pp | 578.59%-573.5pp |
| Employer contribution / active EE | $519 | $3,324-84.4% | $2,761-81.2% | $4,876-89.3% |
| Participant deferral / active EE | $691 | $4,185-83.5% | $3,330-79.2% | $5,439-87.3% |
| Admin fee / account holder | $28,391 | $5,956+376.7% | $3,601+688.5% | $10,886+160.8% |