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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 | $24,669 | $73,978-66.7% | $96,515-74.4% | $75,173-67.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.50% | 26.72%-20.2pp | 35.73%-29.2pp | 160.72%-154.2pp |
| Employer contribution / active EE | $1,755 | $2,931-40.1% | $3,740-53.1% | $2,671-34.3% |
| Participant deferral / active EE | $1,202 | $3,660-67.2% | $4,880-75.4% | $4,126-70.9% |
| Admin fee / account holder | $5,019 | $5,219-3.8% | $6,735-25.5% | $5,651-11.2% |