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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 | $34,468 | $111,830-69.2% | $93,696-63.2% | $145,884-76.4% |
| Participation rate | 90.5% | 74.2%+16.3pp | 68.7%+21.8pp | 80.3%+10.2pp |
| Annual return | 5.95% | 204.08%-198.1pp | 133.74%-127.8pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,182 | $3,093-61.8% | $2,422-51.2% | $4,662-74.6% |
| Participant deferral / active EE | $934 | $4,920-81.0% | $4,417-78.8% | $6,690-86.0% |
| Admin fee / account holder | $1,010 | $10,249-90.1% | $8,287-87.8% | $13,392-92.5% |