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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 | $112,729-65.5% | $98,716-60.6% | $137,256-71.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 1.83% | 38.48%-36.6pp | 31.81%-30.0pp | 220.34%-218.5pp |
| Employer contribution / active EE | $3,535 | $2,725+29.7% | $2,279+55.1% | $4,156-14.9% |
| Participant deferral / active EE | $1,000 | $4,640-78.5% | $4,048-75.3% | $6,407-84.4% |
| Admin fee / account holder | $139,598 | $10,129+1278.3% | $8,703+1504.1% | $12,270+1037.7% |