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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 | $37,835 | $96,731-60.9% | $123,973-69.5% | $86,983-56.5% |
| Participation rate | 90.6% | 70.0%+20.6pp | 76.7%+14.0pp | 69.5%+21.1pp |
| Annual return | 8.71% | 17.33%-8.6pp | 388.13%-379.4pp | 25.83%-17.1pp |
| Employer contribution / active EE | $1,556 | $3,297-52.8% | $4,126-62.3% | $2,584-39.8% |
| Participant deferral / active EE | $1,751 | $4,152-57.8% | $5,247-66.6% | $4,194-58.2% |
| Admin fee / account holder | $481 | $8,722-94.5% | $11,799-95.9% | $7,856-93.9% |