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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 | $40,010 | $98,776-59.5% | $149,745-73.3% | $79,856-49.9% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 8.44% | 27.38%-18.9pp | 276.72%-268.3pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,631 | $3,217-18.2% | $4,646-43.4% | $2,471+6.5% |
| Participant deferral / active EE | $1,700 | $5,681-70.1% | $6,843-75.2% | $3,741-54.6% |
| Admin fee / account holder | $595 | $6,053-90.2% | $9,312-93.6% | $5,306-88.8% |