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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 | $68,926 | $70,684-2.5% | $169,397-59.3% | $75,177-8.3% |
| Participation rate | 94.3% | 64.8%+29.5pp | 77.2%+17.1pp | 67.2%+27.1pp |
| Annual return | 12.48% | 36.38%-23.9pp | 406.23%-393.8pp | 160.75%-148.3pp |
| Employer contribution / active EE | $3,577 | $2,211+61.8% | $4,013-10.9% | $2,671+33.9% |
| Participant deferral / active EE | $483 | $4,310-88.8% | $6,223-92.2% | $4,126-88.3% |
| Admin fee / account holder | $17,186 | $5,404+218.0% | $9,017+90.6% | $5,651+204.1% |