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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 | $62,532 | $81,358-23.1% | $155,556-59.8% | $80,959-22.8% |
| Participation rate | 71.6% | 66.3%+5.4pp | 78.2%-6.6pp | 67.7%+4.0pp |
| Annual return | 9.19% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $8,125 | $3,106+161.6% | $4,675+73.8% | $2,757+194.7% |
| Participant deferral / active EE | $597 | $3,455-82.7% | $5,631-89.4% | $4,300-86.1% |
| Admin fee / account holder | $21,890 | $7,994+173.8% | $15,885+37.8% | $6,925+216.1% |