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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 | $37,067 | $102,422-63.8% | $147,117-74.8% | $80,959-54.2% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 9.61% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $6,344 | $3,717+70.7% | $4,932+28.6% | $2,757+130.1% |
| Participant deferral / active EE | $1,442 | $6,652-78.3% | $8,065-82.1% | $4,300-66.5% |
| Admin fee / account holder | $1,261 | $7,953-84.2% | $12,993-90.3% | $6,925-81.8% |