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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 | $38,586 | $95,959-59.8% | $97,411-60.4% | $138,895-72.2% |
| Participation rate | 75.0% | 81.8%-6.8pp | 80.4%-5.4pp | 79.9%-4.9pp |
| Annual return | 9.46% | 29.30%-19.8pp | 34.72%-25.3pp | 145.39%-135.9pp |
| Employer contribution / active EE | $6,774 | $4,278+58.3% | $4,210+60.9% | $4,194+61.5% |
| Participant deferral / active EE | $1,275 | $5,876-78.3% | $5,886-78.3% | $6,396-80.1% |
| Admin fee / account holder | $12,094 | $7,555+60.1% | $7,145+69.3% | $12,562-3.7% |