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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 | $45,114 | $85,766-47.4% | $136,298-66.9% | $70,126-35.7% |
| Participation rate | 71.4% | 74.2%-2.7pp | 81.9%-10.5pp | 69.5%+1.9pp |
| Annual return | 10.53% | 31.46%-20.9pp | 5156.27%-5145.7pp | 73.15%-62.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,149 | $5,051-77.3% | $6,247-81.6% | $3,332-65.5% |
| Admin fee / account holder | $1,069 | $5,421-80.3% | $9,244-88.4% | $4,645-77.0% |