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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 | $34,804 | $102,429-66.0% | $147,096-76.3% | $80,925-57.0% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 11.09% | 135.02%-123.9pp | 419.75%-408.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,549 | $3,716-58.3% | $4,936-68.6% | $2,756-43.8% |
| Participant deferral / active EE | $2,428 | $6,649-63.5% | $8,071-69.9% | $4,299-43.5% |
| Admin fee / account holder | $3,438 | $7,957-56.8% | $13,005-73.6% | $6,940-50.5% |