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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 | $52,799 | $78,705-32.9% | $117,857-55.2% | $70,131-24.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.96% | 23.30%-11.3pp | 335.09%-323.1pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,540 | $2,223-30.7% | $3,786-59.3% | $2,342-34.2% |
| Participant deferral / active EE | $1,462 | $3,297-55.7% | $4,482-67.4% | $3,332-56.1% |
| Admin fee / account holder | $924 | $5,065-81.8% | $8,020-88.5% | $4,645-80.1% |