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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 | $60,454 | $172,111-64.9% | $150,298-59.8% | $137,256-56.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 3.11% | 69.37%-66.3pp | 62.79%-59.7pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,721 | $4,636-62.9% | $4,154-58.6% | $4,156-58.6% |
| Participant deferral / active EE | $1,540 | $6,166-75.0% | $5,453-71.7% | $6,407-76.0% |
| Admin fee / account holder | $37,137 | $16,471+125.5% | $14,116+163.1% | $12,270+202.7% |