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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 | $53,130 | $105,210-49.5% | $159,487-66.7% | $85,851-38.1% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 10.23% | 45.08%-34.9pp | 263.71%-253.5pp | 318.63%-308.4pp |
| Employer contribution / active EE | $2,866 | $3,319-13.6% | $4,831-40.7% | $2,565+11.7% |
| Participant deferral / active EE | $2,081 | $5,946-65.0% | $7,354-71.7% | $3,952-47.4% |
| Admin fee / account holder | $543 | $6,934-92.2% | $10,804-95.0% | $6,261-91.3% |