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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 | $25,142 | $106,749-76.4% | $145,433-82.7% | $82,448-69.5% |
| Participation rate | 74.4% | 75.6%-1.3pp | 82.1%-7.8pp | 68.1%+6.3pp |
| Annual return | 13.59% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,353 | $3,444-60.7% | $4,554-70.3% | $2,551-47.0% |
| Participant deferral / active EE | $1,862 | $6,519-71.4% | $7,897-76.4% | $4,139-55.0% |
| Admin fee / account holder | $2,761 | $8,390-67.1% | $13,129-79.0% | $7,234-61.8% |