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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 | $60,311 | $108,911-44.6% | $100,392-39.9% | $145,884-58.7% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.55% | 58.23%-48.7pp | 49.45%-39.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $731 | $4,420-83.5% | $3,941-81.4% | $4,662-84.3% |
| Participant deferral / active EE | $884 | $8,459-89.6% | $8,090-89.1% | $6,690-86.8% |
| Admin fee / account holder | $17,076 | $9,698+76.1% | $7,904+116.0% | $13,392+27.5% |