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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 | $25,576 | $132,634-80.7% | $115,768-77.9% | $137,256-81.4% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.4%+2.1pp | 80.0%-3.5pp |
| Annual return | 2.03% | 160.70%-158.7pp | 100.46%-98.4pp | 220.34%-218.3pp |
| Employer contribution / active EE | $1,471 | $3,360-56.2% | $2,940-50.0% | $4,156-64.6% |
| Participant deferral / active EE | $327 | $5,619-94.2% | $4,917-93.4% | $6,407-94.9% |
| Admin fee / account holder | $2,033 | $15,028-86.5% | $12,439-83.7% | $12,270-83.4% |