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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 | $128,840 | $160,040-19.5% | $147,096-12.4% | $145,877-11.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.08% | 98.49%-91.4pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,712 | $5,289-67.6% | $4,936-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $1,858 | $8,429-78.0% | $8,071-77.0% | $6,691-72.2% |
| Admin fee / account holder | $86,362 | $15,050+473.8% | $13,005+564.1% | $13,402+544.4% |