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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 | $48,213 | $135,956-64.5% | $123,894-61.1% | $273,972-82.4% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 3.65% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,082 | $5,170-59.7% | $4,617-54.9% | $4,869-57.2% |
| Participant deferral / active EE | $1,230 | $6,343-80.6% | $5,984-79.4% | $5,287-76.7% |
| Admin fee / account holder | $21,017 | $9,817+114.1% | $8,357+151.5% | $10,133+107.4% |