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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 | $45,165 | $98,766-54.3% | $149,730-69.8% | $79,852-43.4% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 7.90% | 27.43%-19.5pp | 276.70%-268.8pp | 31.72%-23.8pp |
| Employer contribution / active EE | $1,125 | $3,217-65.0% | $4,645-75.8% | $2,471-54.5% |
| Participant deferral / active EE | $2,072 | $5,681-63.5% | $6,843-69.7% | $3,740-44.6% |
| Admin fee / account holder | $4,502 | $6,052-25.6% | $9,310-51.6% | $5,306-15.2% |