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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 | $46,334 | $93,589-50.5% | $135,942-65.9% | $75,181-38.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.66% | 30.90%-18.2pp | 68.28%-55.6pp | 160.69%-148.0pp |
| Employer contribution / active EE | $1,263 | $3,537-64.3% | $4,858-74.0% | $2,671-52.7% |
| Participant deferral / active EE | $1,288 | $6,405-79.9% | $7,759-83.4% | $4,126-68.8% |
| Admin fee / account holder | $2,272 | $6,977-67.4% | $10,764-78.9% | $5,650-59.8% |