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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 | $61,506 | $85,766-28.3% | $136,298-54.9% | $70,126-12.3% |
| Participation rate | 73.8% | 74.2%-0.4pp | 81.9%-8.2pp | 69.5%+4.2pp |
| Annual return | 10.04% | 31.46%-21.4pp | 5156.27%-5146.2pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,693 | $2,966-42.9% | $4,696-63.9% | $2,343-27.7% |
| Participant deferral / active EE | $1,856 | $5,051-63.3% | $6,247-70.3% | $3,332-44.3% |
| Admin fee / account holder | $2,290 | $5,421-57.8% | $9,244-75.2% | $4,645-50.7% |