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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 | $37,515 | $89,367-58.0% | $141,191-73.4% | $72,975-48.6% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 12.80% | 111.87%-99.1pp | 71.41%-58.6pp | 81.01%-68.2pp |
| Employer contribution / active EE | $1,471 | $3,115-52.8% | $4,736-68.9% | $2,440-39.7% |
| Participant deferral / active EE | $2,161 | $5,419-60.1% | $6,710-67.8% | $3,608-40.1% |
| Admin fee / account holder | $7,378 | $5,957+23.9% | $10,264-28.1% | $5,124+44.0% |