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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 | $30,539 | $78,013-60.9% | $178,449-82.9% | $80,911-62.3% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.8pp |
| Annual return | 4.76% | 18.07%-13.3pp | 27.09%-22.3pp | 35.63%-30.9pp |
| Employer contribution / active EE | $1,727 | $2,287-24.5% | $3,951-56.3% | $2,756-37.3% |
| Participant deferral / active EE | $912 | $4,408-79.3% | $6,277-85.5% | $4,297-78.8% |
| Admin fee / account holder | $123,366 | $7,166+1621.6% | $10,362+1090.6% | $6,935+1679.0% |