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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 | $34,380 | $102,385-66.4% | $147,080-76.6% | $80,935-57.5% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 8.43% | 135.09%-126.7pp | 420.17%-411.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,577 | $3,717-57.6% | $4,933-68.0% | $2,757-42.8% |
| Participant deferral / active EE | $2,255 | $6,651-66.1% | $8,066-72.0% | $4,299-47.6% |
| Admin fee / account holder | $518 | $7,951-93.5% | $12,989-96.0% | $6,924-92.5% |