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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 | $55,077 | $80,983-32.0% | $96,544-43.0% | $75,177-26.7% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 8.91% | 27.05%-18.1pp | 25.88%-17.0pp | 160.75%-151.8pp |
| Employer contribution / active EE | $1,000 | $2,282-56.2% | $2,966-66.3% | $2,671-62.6% |
| Participant deferral / active EE | $1,640 | $3,929-58.3% | $4,851-66.2% | $4,126-60.3% |
| Admin fee / account holder | $3,219 | $6,717-52.1% | $8,254-61.0% | $5,651-43.0% |