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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 | $62,530 | $109,359-42.8% | $162,171-61.4% | $72,983-14.3% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.6%-17.2pp | 69.5%+0.9pp |
| Annual return | 14.98% | 25.46%-10.5pp | 115.60%-100.6pp | 81.01%-66.0pp |
| Employer contribution / active EE | $1,653 | $3,907-57.7% | $5,613-70.5% | $2,440-32.2% |
| Participant deferral / active EE | $1,653 | $5,481-69.8% | $7,297-77.3% | $3,608-54.2% |
| Admin fee / account holder | $3,176 | $7,972-60.2% | $10,843-70.7% | $5,124-38.0% |