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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 | $53,545 | $85,766-37.6% | $136,298-60.7% | $70,126-23.6% |
| Participation rate | 81.7% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 13.46% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $688 | $2,966-76.8% | $4,696-85.3% | $2,343-70.6% |
| Participant deferral / active EE | $2,005 | $5,051-60.3% | $6,247-67.9% | $3,332-39.8% |
| Admin fee / account holder | $1,164 | $5,421-78.5% | $9,244-87.4% | $4,645-75.0% |