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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 | $23,251 | $85,766-72.9% | $136,298-82.9% | $70,126-66.8% |
| Participation rate | 85.4% | 74.2%+11.2pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 7.82% | 31.46%-23.6pp | 5156.27%-5148.5pp | 73.15%-65.3pp |
| Employer contribution / active EE | $764 | $2,966-74.2% | $4,696-83.7% | $2,343-67.4% |
| Participant deferral / active EE | $1,171 | $5,051-76.8% | $6,247-81.3% | $3,332-64.9% |
| Admin fee / account holder | $13,614 | $5,421+151.1% | $9,244+47.3% | $4,645+193.0% |