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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 | $27,730 | $209,336-86.8% | $197,124-85.9% | $137,256-79.8% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 11.17% | 48.09%-36.9pp | 44.34%-33.2pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,107 | $6,591-68.0% | $6,227-66.2% | $4,156-49.3% |
| Participant deferral / active EE | $2,107 | $9,614-78.1% | $9,135-76.9% | $6,407-67.1% |
| Admin fee / account holder | $13,579 | $17,308-21.5% | $16,298-16.7% | $12,270+10.7% |