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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 | $37,038 | $96,731-61.7% | $123,973-70.1% | $86,983-57.4% |
| Participation rate | 71.6% | 70.0%+1.6pp | 76.7%-5.1pp | 69.5%+2.1pp |
| Annual return | 4.91% | 17.33%-12.4pp | 388.13%-383.2pp | 25.83%-20.9pp |
| Employer contribution / active EE | $1,303 | $3,297-60.5% | $4,126-68.4% | $2,584-49.6% |
| Participant deferral / active EE | $1,717 | $4,152-58.6% | $5,247-67.3% | $4,194-59.0% |
| Admin fee / account holder | $6,118 | $8,722-29.9% | $11,799-48.2% | $7,856-22.1% |