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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 | $38,707 | $63,861-39.4% | $104,614-63.0% | $79,858-51.5% |
| Participation rate | 89.3% | 64.9%+24.4pp | 74.1%+15.2pp | 69.6%+19.7pp |
| Annual return | 5.38% | 21.30%-15.9pp | 340.56%-335.2pp | 31.72%-26.3pp |
| Employer contribution / active EE | $3,036 | $1,588+91.1% | $2,681+13.2% | $2,471+22.9% |
| Participant deferral / active EE | $725 | $2,693-73.1% | $3,739-80.6% | $3,740-80.6% |
| Admin fee / account holder | $12,038 | $4,185+187.6% | $6,464+86.2% | $5,306+126.9% |