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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 | $71,578 | $63,346+13.0% | $92,240-22.4% | $70,126+2.1% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.0pp |
| Annual return | 11.87% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,410 | $2,471-43.0% | $3,680-61.7% | $2,343-39.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,245 | $3,841-67.6% | $5,194-76.0% | $4,645-73.2% |