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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 | $57,497 | $77,164-25.5% | $178,014-67.7% | $80,874-28.9% |
| Participation rate | 79.1% | 65.7%+13.4pp | 77.1%+2.0pp | 67.6%+11.4pp |
| Annual return | 9.61% | 18.09%-8.5pp | 294.80%-285.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,729 | $2,288+19.3% | $3,950-30.9% | $2,756-1.0% |
| Participant deferral / active EE | $616 | $4,408-86.0% | $6,276-90.2% | $4,297-85.7% |
| Admin fee / account holder | $21,988 | $7,164+206.9% | $10,362+112.2% | $6,935+217.0% |