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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 | $22,909 | $126,661-81.9% | $113,397-79.8% | $138,895-83.5% |
| Participation rate | 78.6% | 79.4%-0.9pp | 76.5%+2.1pp | 79.9%-1.3pp |
| Annual return | 5.02% | 25.05%-20.0pp | 23.20%-18.2pp | 145.39%-140.4pp |
| Employer contribution / active EE | $2,922 | $3,456-15.5% | $2,977-1.9% | $4,194-30.3% |
| Participant deferral / active EE | $1,704 | $5,693-70.1% | $5,076-66.4% | $6,396-73.4% |
| Admin fee / account holder | $56,933 | $14,549+291.3% | $11,957+376.2% | $12,562+353.2% |