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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 | $39,000 | $101,499-61.6% | $147,005-73.5% | $74,546-47.7% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 12.67% | 8732.34%-8719.7pp | 418.76%-406.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $1,843 | $3,811-51.7% | $4,934-62.7% | $2,624-29.8% |
| Participant deferral / active EE | $2,732 | $7,304-62.6% | $8,070-66.1% | $4,347-37.2% |
| Admin fee / account holder | $1,497 | $1,748-14.4% | $13,006-88.5% | $1,944-23.0% |