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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 | $62,649 | $48,337+29.6% | $67,560-7.3% | $80,959-22.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.71% | 18.26%-9.6pp | 3533.50%-3524.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $1,195 | $2,023-40.9% | $2,737-56.3% | $2,757-56.7% |
| Participant deferral / active EE | $778 | $2,928-73.4% | $4,004-80.6% | $4,300-81.9% |
| Admin fee / account holder | $5,158 | $3,695+39.6% | $3,994+29.1% | $6,925-25.5% |