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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 | $156,616-75.2% | $133,346-70.8% | $198,609-80.4% |
| Participation rate | 77.8% | 77.7%+0.1pp | 72.8%+4.9pp | 82.4%-4.6pp |
| Annual return | 1.83% | 44.25%-42.4pp | 36.85%-35.0pp | 202.70%-200.9pp |
| Employer contribution / active EE | $3,535 | $3,368+5.0% | $2,853+23.9% | $5,055-30.1% |
| Participant deferral / active EE | $1,000 | $4,920-79.7% | $4,332-76.9% | $6,977-85.7% |
| Admin fee / account holder | $139,598 | $17,468+699.2% | $14,264+878.7% | $19,030+633.6% |