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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 | $212,386-86.9% | $199,883-86.1% | $138,895-80.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 11.17% | 47.75%-36.6pp | 43.81%-32.6pp | 145.39%-134.2pp |
| Employer contribution / active EE | $2,107 | $6,625-68.2% | $6,261-66.4% | $4,194-49.8% |
| Participant deferral / active EE | $2,107 | $9,617-78.1% | $9,138-76.9% | $6,396-67.1% |
| Admin fee / account holder | $13,579 | $18,233-25.5% | $17,268-21.4% | $12,562+8.1% |