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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 | $83,105 | $100,060-16.9% | $149,721-44.5% | $70,126+18.5% |
| Participation rate | 85.1% | 83.6%+1.5pp | 87.1%-2.0pp | 69.5%+15.5pp |
| Annual return | 10.57% | 27.46%-16.9pp | 1501.67%-1491.1pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,874 | $3,661-21.5% | $5,444-47.2% | $2,343+22.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,708 | $8,285+77.5% | $11,282+30.4% | $4,645+216.6% |