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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 | $33,431 | $29,733+12.4% | $56,025-40.3% | $80,959-58.7% |
| Participation rate | 78.4% | 41.7%+36.7pp | 52.5%+25.9pp | 67.7%+10.8pp |
| Annual return | 9.39% | 35.28%-25.9pp | 1712.69%-1703.3pp | 35.67%-26.3pp |
| Employer contribution / active EE | $4,005 | $672+496.1% | $1,042+284.5% | $2,757+45.2% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,589 | $2,434-34.7% | $2,828-43.8% | $6,925-77.1% |