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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 | $51,184-41.1% | $66,439-54.6% | $86,983-65.3% |
| Participation rate | 97.4% | 68.5%+28.9pp | 74.5%+22.9pp | 69.5%+27.8pp |
| Annual return | 9.48% | 17.07%-7.6pp | 757.66%-748.2pp | 25.83%-16.4pp |
| Employer contribution / active EE | $1,466 | $2,023-27.5% | $2,637-44.4% | $2,584-43.3% |
| Participant deferral / active EE | $908 | $2,927-69.0% | $3,876-76.6% | $4,194-78.4% |
| Admin fee / account holder | $878 | $4,154-78.9% | $6,173-85.8% | $7,856-88.8% |