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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 | $30,145 | $55,457-45.6% | $77,361-61.0% | $94,015-67.9% |
| Participation rate | 97.4% | 69.8%+27.5pp | 75.0%+22.4pp | 70.8%+26.5pp |
| Annual return | 9.48% | 15.57%-6.1pp | 1011.54%-1002.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $1,466 | $2,255-35.0% | $2,990-51.0% | $2,790-47.4% |
| Participant deferral / active EE | $908 | $3,069-70.4% | $3,911-76.8% | $4,249-78.6% |
| Admin fee / account holder | $878 | $4,334-79.7% | $5,894-85.1% | $8,951-90.2% |