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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 | $50,491 | $89,367-43.5% | $141,191-64.2% | $72,975-30.8% |
| Participation rate | 75.7% | 75.1%+0.5pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 12.90% | 111.87%-99.0pp | 71.41%-58.5pp | 81.01%-68.1pp |
| Employer contribution / active EE | $1,396 | $3,115-55.2% | $4,736-70.5% | $2,440-42.8% |
| Participant deferral / active EE | $2,312 | $5,419-57.3% | $6,710-65.5% | $3,608-35.9% |
| Admin fee / account holder | $16,246 | $5,957+172.7% | $10,264+58.3% | $5,124+217.1% |