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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 | $38,145 | $71,192-46.4% | $117,861-67.6% | $62,293-38.8% |
| Participation rate | 85.3% | 74.2%+11.1pp | 79.7%+5.6pp | 69.5%+15.8pp |
| Annual return | 10.27% | 18.66%-8.4pp | 335.11%-324.8pp | 28.90%-18.6pp |
| Employer contribution / active EE | $569 | $1,934-70.6% | $3,786-85.0% | $2,042-72.1% |
| Participant deferral / active EE | $1,532 | $3,189-52.0% | $4,482-65.8% | $3,169-51.7% |
| Admin fee / account holder | $6,325 | $587+977.1% | $8,021-21.1% | $479+1219.5% |