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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 | $42,400 | $98,776-57.1% | $149,745-71.7% | $79,856-46.9% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 7.88% | 27.38%-19.5pp | 276.72%-268.8pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,218 | $3,217-62.1% | $4,646-73.8% | $2,471-50.7% |
| Participant deferral / active EE | $1,598 | $5,681-71.9% | $6,843-76.6% | $3,741-57.3% |
| Admin fee / account holder | $12,915 | $6,053+113.4% | $9,312+38.7% | $5,306+143.4% |