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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 | $81,531 | $85,766-4.9% | $136,298-40.2% | $70,126+16.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.99% | 31.46%-20.5pp | 5156.27%-5145.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $3,802 | $2,966+28.2% | $4,696-19.0% | $2,343+62.3% |
| Participant deferral / active EE | $1,760 | $5,051-65.2% | $6,247-71.8% | $3,332-47.2% |
| Admin fee / account holder | $10,681 | $5,421+97.0% | $9,244+15.5% | $4,645+129.9% |