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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 | $74,403 | $89,364-16.7% | $141,177-47.3% | $72,983+1.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 14.98% | 111.86%-96.9pp | 71.40%-56.4pp | 81.01%-66.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,001 | $5,419-63.1% | $6,710-70.2% | $3,608-44.5% |
| Admin fee / account holder | $2,454 | $5,959-58.8% | $10,263-76.1% | $5,124-52.1% |