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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 | $28,530 | $79,449-64.1% | $189,575-85.0% | $85,847-66.8% |
| Participation rate | 87.9% | 66.0%+21.9pp | 78.4%+9.4pp | 69.3%+18.6pp |
| Annual return | 6.25% | 18.45%-12.2pp | 64.19%-57.9pp | 318.61%-312.4pp |
| Employer contribution / active EE | $2,292 | $2,081+10.1% | $4,412-48.1% | $2,565-10.7% |
| Participant deferral / active EE | $1,125 | $4,051-72.2% | $6,174-81.8% | $3,952-71.5% |
| Admin fee / account holder | $3,313 | $5,377-38.4% | $9,806-66.2% | $6,261-47.1% |