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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 | $38,908 | $124,980-68.9% | $108,359-64.1% | $154,746-74.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 1.83% | 45.00%-43.2pp | 36.89%-35.1pp | 172.34%-170.5pp |
| Employer contribution / active EE | $3,535 | $2,851+24.0% | $2,399+47.3% | $4,379-19.3% |
| Participant deferral / active EE | $1,000 | $4,743-78.9% | $4,137-75.8% | $6,730-85.1% |
| Admin fee / account holder | $139,598 | $11,502+1113.7% | $9,741+1333.1% | $14,365+871.8% |