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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 | $53,071 | $69,274-23.4% | $64,097-17.2% | $139,487-62.0% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 7.06% | 46.00%-38.9pp | 33.75%-26.7pp | 373.84%-366.8pp |
| Employer contribution / active EE | $1,668 | $3,187-47.7% | $2,750-39.4% | $4,755-64.9% |
| Participant deferral / active EE | $68 | $4,685-98.6% | $3,881-98.3% | $6,713-99.0% |
| Admin fee / account holder | $1,318 | $4,247-69.0% | $3,070-57.1% | $11,407-88.4% |