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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 | $27,810 | $48,337-42.5% | $67,560-58.8% | $80,959-65.6% |
| Participation rate | 92.9% | 66.4%+26.4pp | 72.9%+19.9pp | 67.7%+25.2pp |
| Annual return | 10.36% | 18.26%-7.9pp | 3533.50%-3523.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $3,608 | $2,023+78.4% | $2,737+31.8% | $2,757+30.9% |
| Participant deferral / active EE | $55 | $2,928-98.1% | $4,004-98.6% | $4,300-98.7% |
| Admin fee / account holder | $1,426 | $3,695-61.4% | $3,994-64.3% | $6,925-79.4% |