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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 | $132,223 | $79,169+67.0% | $100,415+31.7% | $74,478+77.5% |
| Participation rate | 77.5% | 79.4%-2.0pp | 81.5%-4.1pp | 67.2%+10.2pp |
| Annual return | 12.81% | 20.51%-7.7pp | 49.47%-36.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $1,279 | $3,017-57.6% | $3,943-67.6% | $2,626-51.3% |
| Participant deferral / active EE | $2,303 | $7,751-70.3% | $8,091-71.5% | $4,350-47.1% |
| Admin fee / account holder | $11,409 | $1,337+753.1% | $7,906+44.3% | $1,946+486.4% |