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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 | $66,253 | $51,184+29.4% | $66,439-0.3% | $86,983-23.8% |
| Participation rate | 86.0% | 68.5%+17.6pp | 74.5%+11.6pp | 69.5%+16.5pp |
| Annual return | 10.37% | 17.07%-6.7pp | 757.66%-747.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $3,729 | $2,023+84.4% | $2,637+41.4% | $2,584+44.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,150 | $4,154-72.3% | $6,173-81.4% | $7,856-85.4% |