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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 | $56,402 | $105,145-46.4% | $94,664-40.4% | $139,466-59.6% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 11.28% | 38.09%-26.8pp | 156.84%-145.6pp | 373.66%-362.4pp |
| Employer contribution / active EE | $1,065 | $4,107-74.1% | $3,673-71.0% | $4,754-77.6% |
| Participant deferral / active EE | $644 | $7,599-91.5% | $7,417-91.3% | $6,712-90.4% |
| Admin fee / account holder | $1,610 | $8,972-82.1% | $7,222-77.7% | $11,409-85.9% |