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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 | $43,214 | $105,210-58.9% | $159,487-72.9% | $85,851-49.7% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.8%+12.3pp | 69.3%+25.8pp |
| Annual return | 10.40% | 45.08%-34.7pp | 263.71%-253.3pp | 318.63%-308.2pp |
| Employer contribution / active EE | $1,855 | $3,319-44.1% | $4,831-61.6% | $2,565-27.7% |
| Participant deferral / active EE | $2,001 | $5,946-66.3% | $7,354-72.8% | $3,952-49.4% |
| Admin fee / account holder | $3,952 | $6,934-43.0% | $10,804-63.4% | $6,261-36.9% |