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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 | $35,971 | $102,429-64.9% | $147,096-75.5% | $80,925-55.6% |
| Participation rate | 73.2% | 75.9%-2.6pp | 82.2%-9.0pp | 67.7%+5.6pp |
| Annual return | 10.29% | 135.02%-124.7pp | 419.75%-409.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,341 | $3,716-63.9% | $4,936-72.8% | $2,756-51.4% |
| Participant deferral / active EE | $2,298 | $6,649-65.4% | $8,071-71.5% | $4,299-46.5% |
| Admin fee / account holder | $4,872 | $7,957-38.8% | $13,005-62.5% | $6,940-29.8% |