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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 | $56,954 | $91,525-37.8% | $130,026-56.2% | $75,181-24.2% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 12.63% | -631.40%+644.0pp | -137.26%+149.9pp | 160.69%-148.1pp |
| Employer contribution / active EE | $1,982 | $2,844-30.3% | $4,321-54.1% | $2,671-25.8% |
| Participant deferral / active EE | $1,380 | $4,342-68.2% | $5,821-76.3% | $4,126-66.6% |
| Admin fee / account holder | $3,915 | $6,778-42.2% | $10,608-63.1% | $5,650-30.7% |