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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 | $44,463 | $100,041-55.6% | $149,718-70.3% | $70,131-36.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.52% | 27.43%-15.9pp | 1501.67%-1490.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,257 | $3,662-65.7% | $5,445-76.9% | $2,342-46.3% |
| Participant deferral / active EE | $1,323 | $4,983-73.4% | $6,569-79.9% | $3,332-60.3% |
| Admin fee / account holder | $9,301 | $8,286+12.2% | $11,283-17.6% | $4,645+100.2% |