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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 | $139,637 | $89,259+56.4% | $107,187+30.3% | $82,637+69.0% |
| Participation rate | 96.7% | 67.9%+28.7pp | 75.0%+21.6pp | 68.1%+28.6pp |
| Annual return | 3.04% | 21.02%-18.0pp | 204.55%-201.5pp | 53.51%-50.5pp |
| Employer contribution / active EE | $13,255 | $3,080+330.4% | $3,782+250.5% | $2,552+419.4% |
| Participant deferral / active EE | $649 | $4,037-83.9% | $5,096-87.3% | $4,126-84.3% |
| Admin fee / account holder | $38,420 | $7,381+420.5% | $9,162+319.3% | $7,339+423.5% |