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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 | $51,525 | $89,367-42.3% | $141,191-63.5% | $72,975-29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.96% | 111.87%-93.9pp | 71.41%-53.4pp | 81.01%-63.1pp |
| Employer contribution / active EE | $2,108 | $3,115-32.3% | $4,736-55.5% | $2,440-13.6% |
| Participant deferral / active EE | $1,917 | $5,419-64.6% | $6,710-71.4% | $3,608-46.9% |
| Admin fee / account holder | $523 | $5,957-91.2% | $10,264-94.9% | $5,124-89.8% |