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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 | $39,638 | $49,199-19.4% | $121,210-67.3% | $75,177-47.3% |
| Participation rate | 93.8% | 55.4%+38.3pp | 69.5%+24.2pp | 67.2%+26.5pp |
| Annual return | 8.13% | 56.04%-47.9pp | 987.41%-979.3pp | 160.75%-152.6pp |
| Employer contribution / active EE | $2,613 | $1,547+68.9% | $4,171-37.3% | $2,671-2.2% |
| Participant deferral / active EE | $58 | $2,630-97.8% | $4,084-98.6% | $4,126-98.6% |
| Admin fee / account holder | $5,151 | $3,946+30.5% | $5,647-8.8% | $5,651-8.8% |