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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 | $45,087 | $105,210-57.1% | $159,487-71.7% | $85,851-47.5% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 8.61% | 45.08%-36.5pp | 263.71%-255.1pp | 318.63%-310.0pp |
| Employer contribution / active EE | $1,149 | $3,319-65.4% | $4,831-76.2% | $2,565-55.2% |
| Participant deferral / active EE | $1,786 | $5,946-70.0% | $7,354-75.7% | $3,952-54.8% |
| Admin fee / account holder | $1,082 | $6,934-84.4% | $10,804-90.0% | $6,261-82.7% |