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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 | $29,214 | $85,766-65.9% | $136,298-78.6% | $70,126-58.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.05% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,705 | $2,966-42.5% | $4,696-63.7% | $2,343-27.2% |
| Participant deferral / active EE | $974 | $5,051-80.7% | $6,247-84.4% | $3,332-70.8% |
| Admin fee / account holder | $1,693 | $5,421-68.8% | $9,244-81.7% | $4,645-63.6% |