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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 | $40,391 | $103,008-60.8% | $90,304-55.3% | $152,897-73.6% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.5%+12.3pp |
| Annual return | 6.75% | 95.22%-88.5pp | 78.13%-71.4pp | 345.43%-338.7pp |
| Employer contribution / active EE | $1,874 | $3,139-40.3% | $2,855-34.3% | $4,764-60.7% |
| Participant deferral / active EE | $729 | $4,281-83.0% | $3,885-81.2% | $5,851-87.5% |
| Admin fee / account holder | $709 | $6,175-88.5% | $5,354-86.8% | $11,599-93.9% |