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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 | $51,334 | $89,370-42.6% | $141,197-63.6% | $72,976-29.7% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 13.00% | 111.88%-98.9pp | 71.41%-58.4pp | 81.02%-68.0pp |
| Employer contribution / active EE | $1,135 | $3,115-63.6% | $4,736-76.0% | $2,440-53.5% |
| Participant deferral / active EE | $2,091 | $5,419-61.4% | $6,710-68.8% | $3,608-42.0% |
| Admin fee / account holder | $315 | $5,957-94.7% | $10,265-96.9% | $5,124-93.9% |