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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 | $14,018 | $77,920-82.0% | $149,723-90.6% | $75,177-81.4% |
| Participation rate | 91.9% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.7pp |
| Annual return | 11.89% | 31.72%-19.8pp | 134.50%-122.6pp | 160.75%-148.9pp |
| Employer contribution / active EE | $1,469 | $3,138-53.2% | $4,821-69.5% | $2,671-45.0% |
| Participant deferral / active EE | $830 | $3,411-75.7% | $5,682-85.4% | $4,126-79.9% |
| Admin fee / account holder | $2,308 | $5,951-61.2% | $13,215-82.5% | $5,651-59.2% |