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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 | $35,954 | $78,707-54.3% | $117,861-69.5% | $70,126-48.7% |
| Participation rate | 96.2% | 73.2%+23.0pp | 79.7%+16.5pp | 69.5%+26.6pp |
| Annual return | 12.02% | 23.30%-11.3pp | 335.11%-323.1pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,268 | $2,223-43.0% | $3,786-66.5% | $2,343-45.9% |
| Participant deferral / active EE | $913 | $3,297-72.3% | $4,482-79.6% | $3,332-72.6% |
| Admin fee / account holder | $4,598 | $5,066-9.2% | $8,021-42.7% | $4,645-1.0% |