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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 | $100,471 | $223,823-55.1% | $211,142-52.4% | $154,746-35.1% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 2.56% | 50.39%-47.8pp | 46.84%-44.3pp | 172.34%-169.8pp |
| Employer contribution / active EE | $3,200 | $6,787-52.8% | $6,442-50.3% | $4,379-26.9% |
| Participant deferral / active EE | $565 | $9,750-94.2% | $9,284-93.9% | $6,730-91.6% |
| Admin fee / account holder | $133,120 | $19,707+575.5% | $19,076+597.8% | $14,365+826.7% |