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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 | $41,961 | $100,060-58.1% | $149,721-72.0% | $70,126-40.2% |
| Participation rate | 90.5% | 83.6%+6.9pp | 87.1%+3.4pp | 69.5%+20.9pp |
| Annual return | 12.38% | 27.46%-15.1pp | 1501.67%-1489.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,283 | $3,661-65.0% | $5,444-76.4% | $2,343-45.2% |
| Participant deferral / active EE | $1,451 | $4,982-70.9% | $6,568-77.9% | $3,332-56.5% |
| Admin fee / account holder | $642 | $8,285-92.3% | $11,282-94.3% | $4,645-86.2% |