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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 | $24,127 | $88,672-72.8% | $105,223-77.1% | $82,448-70.7% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 12.81% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,831 | $3,048-39.9% | $3,689-50.4% | $2,551-28.2% |
| Participant deferral / active EE | $962 | $4,036-76.2% | $5,072-81.0% | $4,139-76.8% |
| Admin fee / account holder | $1,881 | $7,146-73.7% | $8,859-78.8% | $7,234-74.0% |