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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 | $52,798 | $68,880-23.3% | $120,580-56.2% | $80,959-34.8% |
| Participation rate | 96.0% | 61.7%+34.3pp | 72.0%+24.0pp | 67.7%+28.3pp |
| Annual return | 9.59% | 23.68%-14.1pp | 107.48%-97.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,000 | $2,066-51.6% | $3,469-71.2% | $2,757-63.7% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,189 | $5,785-79.5% | $9,418-87.4% | $6,925-82.8% |