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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 | $61,534 | $93,345-34.1% | $119,126-48.3% | $87,485-29.7% |
| Participation rate | 97.2% | 68.7%+28.5pp | 75.8%+21.5pp | 68.9%+28.3pp |
| Annual return | 7.05% | 19.08%-12.0pp | 282.11%-275.1pp | 26.06%-19.0pp |
| Employer contribution / active EE | $1,702 | $3,172-46.3% | $4,034-57.8% | $2,596-34.4% |
| Participant deferral / active EE | $698 | $4,099-83.0% | $5,318-86.9% | $4,274-83.7% |
| Admin fee / account holder | $1,008 | $8,039-87.5% | $10,693-90.6% | $7,775-87.0% |