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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 | $32,697 | $104,497-68.7% | $159,487-79.5% | $79,389-58.8% |
| Participation rate | 77.0% | 76.6%+0.4pp | 82.8%-5.8pp | 70.7%+6.3pp |
| Annual return | 13.31% | 67.98%-54.7pp | 263.71%-250.4pp | 116.89%-103.6pp |
| Employer contribution / active EE | $1,043 | $3,418-69.5% | $4,831-78.4% | $2,428-57.1% |
| Participant deferral / active EE | $1,824 | $6,468-71.8% | $7,354-75.2% | $4,046-54.9% |
| Admin fee / account holder | $5,064 | $711+611.8% | $10,804-53.1% | $626+708.4% |