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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 | $25,050 | $85,766-70.8% | $136,297-81.6% | $70,124-64.3% |
| Participation rate | 71.8% | 74.2%-2.4pp | 81.9%-10.2pp | 69.5%+2.2pp |
| Annual return | 12.10% | 31.45%-19.4pp | 5156.19%-5144.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,147 | $2,966-61.3% | $4,696-75.6% | $2,342-51.0% |
| Participant deferral / active EE | $1,528 | $5,051-69.7% | $6,247-75.5% | $3,332-54.1% |
| Admin fee / account holder | $3,124 | $5,420-42.4% | $9,244-66.2% | $4,645-32.7% |