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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 | $28,321 | $81,208-65.1% | $98,920-71.4% | $79,856-64.5% |
| Participation rate | 94.7% | 72.5%+22.2pp | 76.0%+18.7pp | 69.6%+25.1pp |
| Annual return | 9.06% | 60.99%-51.9pp | 196.47%-187.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,550 | $1,960-20.9% | $2,689-42.4% | $2,471-37.3% |
| Participant deferral / active EE | $1,062 | $3,265-67.5% | $4,245-75.0% | $3,741-71.6% |
| Admin fee / account holder | $10,401 | $6,013+73.0% | $6,643+56.6% | $5,306+96.0% |