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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 | $30,013 | $89,370-66.4% | $141,197-78.7% | $72,976-58.9% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 15.35% | 111.88%-96.5pp | 71.41%-56.1pp | 81.02%-65.7pp |
| Employer contribution / active EE | $1,445 | $3,115-53.6% | $4,736-69.5% | $2,440-40.8% |
| Participant deferral / active EE | $2,032 | $5,419-62.5% | $6,710-69.7% | $3,608-43.7% |
| Admin fee / account holder | $440 | $5,957-92.6% | $10,265-95.7% | $5,124-91.4% |