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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 | $52,655 | $101,591-48.2% | $147,096-64.2% | $74,429-29.3% |
| Participation rate | 71.3% | 75.5%-4.2pp | 82.2%-10.9pp | 67.2%+4.1pp |
| Annual return | 10.07% | 8746.45%-8736.4pp | 419.75%-409.7pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $2,990 | $3,813-21.6% | $4,936-39.4% | $2,625+13.9% |
| Participant deferral / active EE | $3,091 | $7,302-57.7% | $8,071-61.7% | $4,348-28.9% |
| Admin fee / account holder | $7,164 | $1,750+309.3% | $13,005-44.9% | $1,944+268.4% |