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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 | $82,291 | $88,672-7.2% | $105,223-21.8% | $82,448-0.2% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 7.58% | 30.86%-23.3pp | 180.65%-173.1pp | 41.64%-34.1pp |
| Employer contribution / active EE | $17,881 | $3,048+486.7% | $3,689+384.8% | $2,551+600.9% |
| Participant deferral / active EE | $897 | $4,036-77.8% | $5,072-82.3% | $4,139-78.3% |
| Admin fee / account holder | $11,564 | $7,146+61.8% | $8,859+30.5% | $7,234+59.8% |