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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 | $35,109 | $79,955-56.1% | $98,461-64.3% | $75,173-53.3% |
| Participation rate | 96.7% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.5pp |
| Annual return | 11.55% | 19.75%-8.2pp | 21.17%-9.6pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,552 | $2,264-31.5% | $3,049-49.1% | $2,671-41.9% |
| Participant deferral / active EE | $1,068 | $3,752-71.5% | $4,738-77.5% | $4,126-74.1% |
| Admin fee / account holder | $21,792 | $6,841+218.5% | $8,961+143.2% | $5,651+285.7% |