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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 | $47,026 | $100,060-53.0% | $149,721-68.6% | $70,126-32.9% |
| Participation rate | 83.3% | 83.6%-0.2pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 12.24% | 27.46%-15.2pp | 1501.67%-1489.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $897 | $4,982-82.0% | $6,568-86.3% | $3,332-73.1% |
| Admin fee / account holder | $2,667 | $8,285-67.8% | $11,282-76.4% | $4,645-42.6% |