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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 | $24,470 | $181,062-86.5% | $158,223-84.5% | $155,188-84.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 3.22% | 57.39%-54.2pp | 52.09%-48.9pp | 148.84%-145.6pp |
| Employer contribution / active EE | $1,755 | $4,565-61.6% | $4,109-57.3% | $4,248-58.7% |
| Participant deferral / active EE | $1,089 | $6,134-82.3% | $5,467-80.1% | $6,531-83.3% |
| Admin fee / account holder | $65,873 | $18,825+249.9% | $16,047+310.5% | $14,480+354.9% |