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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 | $53,146 | $89,259-40.5% | $107,187-50.4% | $82,637-35.7% |
| Participation rate | 81.5% | 67.9%+13.6pp | 75.0%+6.5pp | 68.1%+13.4pp |
| Annual return | 11.86% | 21.02%-9.2pp | 204.55%-192.7pp | 53.51%-41.7pp |
| Employer contribution / active EE | $4,126 | $3,080+34.0% | $3,782+9.1% | $2,552+61.7% |
| Participant deferral / active EE | $407 | $4,037-89.9% | $5,096-92.0% | $4,126-90.1% |
| Admin fee / account holder | $14,097 | $7,381+91.0% | $9,162+53.9% | $7,339+92.1% |