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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 | $50,554+31.1% | $67,681-2.1% | $87,485-24.3% |
| Participation rate | 86.0% | 67.7%+18.3pp | 73.7%+12.3pp | 68.9%+17.1pp |
| Annual return | 10.37% | 17.81%-7.4pp | 590.58%-580.2pp | 26.06%-15.7pp |
| Employer contribution / active EE | $3,729 | $1,988+87.6% | $2,678+39.2% | $2,596+43.6% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,150 | $4,132-72.2% | $6,100-81.2% | $7,775-85.2% |