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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 | $25,374 | $62,672-59.5% | $185,117-86.3% | $70,126-63.8% |
| Participation rate | 89.3% | 63.8%+25.5pp | 77.3%+12.0pp | 69.5%+19.7pp |
| Annual return | 12.12% | 40.79%-28.7pp | 40.50%-28.4pp | 73.15%-61.0pp |
| Employer contribution / active EE | $1,467 | $1,753-16.3% | $4,182-64.9% | $2,343-37.4% |
| Participant deferral / active EE | $965 | $3,272-70.5% | $5,045-80.9% | $3,332-71.0% |
| Admin fee / account holder | $17,141 | $3,932+336.0% | $8,159+110.1% | $4,645+269.0% |