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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 | $29,856 | $89,364-66.6% | $141,177-78.9% | $72,983-59.1% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 16.88% | 111.86%-95.0pp | 71.40%-54.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $3,265 | $3,115+4.8% | $4,736-31.1% | $2,440+33.8% |
| Participant deferral / active EE | $1,272 | $5,419-76.5% | $6,710-81.0% | $3,608-64.7% |
| Admin fee / account holder | $1,923 | $5,959-67.7% | $10,263-81.3% | $5,124-62.5% |