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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 | $24,141 | $60,119-59.8% | $90,430-73.3% | $79,858-69.8% |
| Participation rate | 94.6% | 65.0%+29.6pp | 72.7%+21.9pp | 69.6%+25.0pp |
| Annual return | 9.62% | 71.94%-62.3pp | 1293.73%-1284.1pp | 31.72%-22.1pp |
| Employer contribution / active EE | $1,742 | $2,068-15.8% | $3,262-46.6% | $2,471-29.5% |
| Participant deferral / active EE | $692 | $2,938-76.4% | $3,963-82.5% | $3,740-81.5% |
| Admin fee / account holder | $3,502 | $3,976-11.9% | $5,613-37.6% | $5,306-34.0% |