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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 | $36,980 | $85,766-56.9% | $136,297-72.9% | $70,124-47.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.86% | 31.45%-18.6pp | 5156.19%-5143.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,914 | $2,966-35.5% | $4,696-59.2% | $2,342-18.3% |
| Participant deferral / active EE | $1,386 | $5,051-72.6% | $6,247-77.8% | $3,332-58.4% |
| Admin fee / account holder | $8,692 | $5,420+60.4% | $9,244-6.0% | $4,645+87.1% |