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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 | $39,662 | $89,370-55.6% | $141,197-71.9% | $72,976-45.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 8.35% | 111.88%-103.5pp | 71.41%-63.1pp | 81.02%-72.7pp |
| Employer contribution / active EE | $2,078 | $3,115-33.3% | $4,736-56.1% | $2,440-14.8% |
| Participant deferral / active EE | $1,212 | $5,419-77.6% | $6,710-81.9% | $3,608-66.4% |
| Admin fee / account holder | $15,984 | $5,957+168.3% | $10,265+55.7% | $5,124+211.9% |