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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 | $38,530 | $102,422-62.4% | $147,117-73.8% | $80,959-52.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 7.33% | 135.16%-127.8pp | 420.54%-413.2pp | 35.67%-28.3pp |
| Employer contribution / active EE | $1,470 | $3,717-60.5% | $4,932-70.2% | $2,757-46.7% |
| Participant deferral / active EE | $2,164 | $6,652-67.5% | $8,065-73.2% | $4,300-49.7% |
| Admin fee / account holder | $2,000 | $7,953-74.9% | $12,993-84.6% | $6,925-71.1% |