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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 | $28,510 | $93,598-69.5% | $135,974-79.0% | $75,173-62.1% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 12.88% | 30.89%-18.0pp | 68.30%-55.4pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,315 | $3,538-62.8% | $4,859-72.9% | $2,671-50.8% |
| Participant deferral / active EE | $2,451 | $6,405-61.7% | $7,760-68.4% | $4,126-40.6% |
| Admin fee / account holder | $17,539 | $6,978+151.4% | $10,767+62.9% | $5,651+210.4% |