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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 | $58,238 | $57,305+1.6% | $86,640-32.8% | $75,173-22.5% |
| Participation rate | 88.3% | 63.2%+25.1pp | 71.7%+16.6pp | 67.2%+21.1pp |
| Annual return | 8.62% | 2674.24%-2665.6pp | 592.52%-583.9pp | 160.72%-152.1pp |
| Employer contribution / active EE | $9,945 | $2,316+329.3% | $3,024+228.8% | $2,671+272.3% |
| Participant deferral / active EE | $822 | $3,320-75.2% | $4,438-81.5% | $4,126-80.1% |
| Admin fee / account holder | $4,954 | $4,116+20.4% | $5,616-11.8% | $5,651-12.3% |