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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 | $44,369 | $100,060-55.7% | $149,721-70.4% | $70,126-36.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 10.50% | 27.46%-17.0pp | 1501.67%-1491.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $1,901 | $3,661-48.1% | $5,444-65.1% | $2,343-18.8% |
| Participant deferral / active EE | $1,845 | $4,982-63.0% | $6,568-71.9% | $3,332-44.6% |
| Admin fee / account holder | $2,638 | $8,285-68.2% | $11,282-76.6% | $4,645-43.2% |