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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 | $31,886 | $78,682-59.5% | $109,188-70.8% | $85,851-62.9% |
| Participation rate | 90.9% | 68.3%+22.6pp | 75.9%+15.0pp | 69.3%+21.6pp |
| Annual return | 10.12% | 25.09%-15.0pp | 25.76%-15.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $1,136 | $2,734-58.4% | $3,723-69.5% | $2,565-55.7% |
| Participant deferral / active EE | $1,470 | $3,468-57.6% | $4,654-68.4% | $3,952-62.8% |
| Admin fee / account holder | $666 | $5,470-87.8% | $6,755-90.1% | $6,261-89.4% |