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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 | $42,533 | $100,060-57.5% | $149,721-71.6% | $70,126-39.3% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.1%+7.0pp | 69.5%+24.5pp |
| Annual return | 3.16% | 27.46%-24.3pp | 1501.67%-1498.5pp | 73.15%-70.0pp |
| Employer contribution / active EE | $1,518 | $3,661-58.5% | $5,444-72.1% | $2,343-35.2% |
| Participant deferral / active EE | $1,890 | $4,982-62.1% | $6,568-71.2% | $3,332-43.3% |
| Admin fee / account holder | $2,405 | $8,285-71.0% | $11,282-78.7% | $4,645-48.2% |