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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 | $108,922-44.6% | $100,398-39.9% | $145,978-58.7% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.55% | 58.04%-48.5pp | 49.32%-39.8pp | 550.52%-541.0pp |
| Employer contribution / active EE | $731 | $4,426-83.5% | $3,946-81.5% | $4,662-84.3% |
| Participant deferral / active EE | $884 | $8,450-89.5% | $8,084-89.1% | $6,690-86.8% |
| Admin fee / account holder | $17,076 | $9,680+76.4% | $7,893+116.3% | $13,400+27.4% |