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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 | $83,930 | $100,060-16.1% | $149,721-43.9% | $70,126+19.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 6.73% | 27.46%-20.7pp | 1501.67%-1494.9pp | 73.15%-66.4pp |
| Employer contribution / active EE | $1,860 | $3,661-49.2% | $5,444-65.8% | $2,343-20.6% |
| Participant deferral / active EE | $958 | $4,982-80.8% | $6,568-85.4% | $3,332-71.2% |
| Admin fee / account holder | $1,364 | $8,285-83.5% | $11,282-87.9% | $4,645-70.6% |