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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 | $63,081 | $68,394-7.8% | $94,672-33.4% | $75,177-16.1% |
| Participation rate | 96.6% | 76.1%+20.5pp | 80.8%+15.7pp | 67.2%+29.3pp |
| Annual return | 14.93% | 616.92%-602.0pp | 156.89%-142.0pp | 160.75%-145.8pp |
| Employer contribution / active EE | $1,384 | $2,701-48.8% | $3,673-62.3% | $2,671-48.2% |
| Participant deferral / active EE | $1,384 | $6,536-78.8% | $7,417-81.3% | $4,126-66.5% |
| Admin fee / account holder | $1,354 | $5,326-74.6% | $7,222-81.2% | $5,651-76.0% |