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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 | $36,905 | $166,131-77.8% | $164,975-77.6% | $145,877-74.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 5.07% | 100.37%-95.3pp | 70.12%-65.1pp | 551.28%-546.2pp |
| Employer contribution / active EE | $2,011 | $5,276-61.9% | $4,343-53.7% | $4,663-56.9% |
| Participant deferral / active EE | $1,129 | $6,962-83.8% | $6,033-81.3% | $6,691-83.1% |
| Admin fee / account holder | $26,005 | $16,648+56.2% | $12,688+105.0% | $13,402+94.0% |