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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 | $32,842 | $110,410-70.3% | $102,437-67.9% | $145,897-77.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 9.00% | 24.85%-15.9pp | 24.95%-15.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,083 | $4,217-74.3% | $3,871-72.0% | $4,663-76.8% |
| Participant deferral / active EE | $1,246 | $5,622-77.8% | $5,060-75.4% | $6,689-81.4% |
| Admin fee / account holder | $4,944 | $9,745-49.3% | $8,388-41.1% | $13,390-63.1% |