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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 | $34,875 | $111,878-68.8% | $93,727-62.8% | $145,897-76.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 6.24% | 204.28%-198.0pp | 133.83%-127.6pp | 552.29%-546.1pp |
| Employer contribution / active EE | $778 | $3,092-74.8% | $2,421-67.9% | $4,663-83.3% |
| Participant deferral / active EE | $761 | $4,920-84.5% | $4,417-82.8% | $6,689-88.6% |
| Admin fee / account holder | $868 | $10,256-91.5% | $8,292-89.5% | $13,390-93.5% |