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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 | $45,594 | $81,504-44.1% | $102,437-55.5% | $80,959-43.7% |
| Participation rate | 77.4% | 66.9%+10.5pp | 74.5%+2.9pp | 67.7%+9.7pp |
| Annual return | 6.64% | 25.60%-19.0pp | 24.95%-18.3pp | 35.67%-29.0pp |
| Employer contribution / active EE | $11,510 | $3,104+270.9% | $3,871+197.4% | $2,757+317.4% |
| Participant deferral / active EE | $677 | $3,871-82.5% | $5,060-86.6% | $4,300-84.3% |
| Admin fee / account holder | $13,263 | $6,719+97.4% | $8,388+58.1% | $6,925+91.5% |