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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 | $83,622 | $85,766-2.5% | $136,298-38.6% | $70,126+19.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.75% | 31.46%-21.7pp | 5156.27%-5146.5pp | 73.15%-63.4pp |
| Employer contribution / active EE | $4,709 | $2,966+58.8% | $4,696+0.3% | $2,343+101.0% |
| Participant deferral / active EE | $851 | $5,051-83.2% | $6,247-86.4% | $3,332-74.5% |
| Admin fee / account holder | $3,439 | $5,421-36.6% | $9,244-62.8% | $4,645-26.0% |