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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 | $58,816 | $102,422-42.6% | $147,117-60.0% | $80,959-27.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.09% | 135.16%-125.1pp | 420.54%-410.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,047 | $3,717-71.8% | $4,932-78.8% | $2,757-62.0% |
| Participant deferral / active EE | $2,221 | $6,652-66.6% | $8,065-72.5% | $4,300-48.3% |
| Admin fee / account holder | $2,513 | $7,953-68.4% | $12,993-80.7% | $6,925-63.7% |