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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 | $45,720 | $48,314-5.4% | $67,561-32.3% | $80,925-43.5% |
| Participation rate | 73.3% | 66.4%+6.9pp | 72.9%+0.4pp | 67.7%+5.7pp |
| Annual return | 10.62% | 18.28%-7.7pp | 3525.44%-3514.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $684 | $2,022-66.2% | $2,735-75.0% | $2,756-75.2% |
| Participant deferral / active EE | $292 | $2,927-90.0% | $4,003-92.7% | $4,299-93.2% |
| Admin fee / account holder | $996 | $3,690-73.0% | $4,006-75.1% | $6,940-85.7% |