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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 | $81,233-23.0% | $155,567-59.8% | $80,874-22.7% |
| Participation rate | 71.6% | 66.2%+5.4pp | 78.2%-6.6pp | 67.6%+4.0pp |
| Annual return | 9.19% | 33.33%-24.1pp | 64.74%-55.5pp | 35.62%-26.4pp |
| Employer contribution / active EE | $8,125 | $3,101+162.0% | $4,674+73.8% | $2,756+194.9% |
| Participant deferral / active EE | $597 | $3,452-82.7% | $5,628-89.4% | $4,297-86.1% |
| Admin fee / account holder | $21,890 | $7,998+173.7% | $15,916+37.5% | $6,935+215.6% |