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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 | $39,474 | $65,566-39.8% | $86,235-54.2% | $75,177-47.5% |
| Participation rate | 78.8% | 60.5%+18.3pp | 69.0%+9.9pp | 67.2%+11.6pp |
| Annual return | 12.62% | 46.07%-33.5pp | 1170.03%-1157.4pp | 160.75%-148.1pp |
| Employer contribution / active EE | $2,814 | $1,553+81.2% | $2,381+18.2% | $2,671+5.4% |
| Participant deferral / active EE | $567 | $3,023-81.2% | $3,987-85.8% | $4,126-86.3% |
| Admin fee / account holder | $10,888 | $5,470+99.1% | $6,856+58.8% | $5,651+92.7% |