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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 | $201,442 | $29,319+587.1% | $52,425+284.2% | $82,448+144.3% |
| Participation rate | 71.6% | 46.9%+24.7pp | 55.6%+16.0pp | 68.1%+3.5pp |
| Annual return | 13.56% | 535.20%-521.6pp | 302.12%-288.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,053 | $586+79.5% | $914+15.1% | $2,551-58.7% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,523 | $1,962+130.5% | $2,495+81.3% | $7,234-37.5% |