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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 | $20,431 | $80,812-74.7% | $160,784-87.3% | $82,448-75.2% |
| Participation rate | 76.5% | 66.2%+10.2pp | 77.0%-0.5pp | 68.1%+8.4pp |
| Annual return | 9.15% | 100.59%-91.4pp | 1803.92%-1794.8pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,007 | $2,174-53.7% | $3,733-73.0% | $2,551-60.5% |
| Participant deferral / active EE | $1,279 | $4,335-70.5% | $6,293-79.7% | $4,139-69.1% |
| Admin fee / account holder | $1,985 | $7,695-74.2% | $9,717-79.6% | $7,234-72.6% |