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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 | $117,895-55.8% | $102,460-49.1% | $145,897-64.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 7.02% | 31.92%-24.9pp | 29.47%-22.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,481 | $3,619-59.1% | $3,025-51.0% | $4,663-68.2% |
| Participant deferral / active EE | $1,689 | $5,736-70.6% | $5,056-66.6% | $6,689-74.8% |
| Admin fee / account holder | $20,255 | $13,353+51.7% | $9,460+114.1% | $13,390+51.3% |