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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 | $57,754 | $166,089-65.2% | $164,928-65.0% | $145,978-60.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 6.04% | 100.26%-94.2pp | 70.08%-64.0pp | 550.52%-544.5pp |
| Employer contribution / active EE | $6,000 | $5,276+13.7% | $4,343+38.1% | $4,662+28.7% |
| Participant deferral / active EE | $638 | $6,961-90.8% | $6,034-89.4% | $6,690-90.5% |
| Admin fee / account holder | $168,663 | $16,641+913.6% | $12,684+1229.7% | $13,400+1158.7% |