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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 | $61,297 | $100,060-38.7% | $149,721-59.1% | $70,126-12.6% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 6.22% | 27.46%-21.2pp | 1501.67%-1495.5pp | 73.15%-66.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,458 | $4,982-70.7% | $6,568-77.8% | $3,332-56.2% |
| Admin fee / account holder | $1,153 | $8,285-86.1% | $11,282-89.8% | $4,645-75.2% |