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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 | $52,152 | $117,829-55.7% | $102,423-49.1% | $145,877-64.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 7.02% | 31.83%-24.8pp | 29.42%-22.4pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,481 | $3,615-59.0% | $3,023-51.0% | $4,663-68.2% |
| Participant deferral / active EE | $1,689 | $5,732-70.5% | $5,054-66.6% | $6,691-74.8% |
| Admin fee / account holder | $20,255 | $13,335+51.9% | $9,455+114.2% | $13,402+51.1% |