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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 | $41,902 | $77,920-46.2% | $149,723-72.0% | $75,177-44.3% |
| Participation rate | 79.5% | 65.6%+13.9pp | 78.8%+0.7pp | 67.2%+12.3pp |
| Annual return | 8.57% | 31.72%-23.2pp | 134.50%-125.9pp | 160.75%-152.2pp |
| Employer contribution / active EE | $1,880 | $3,138-40.1% | $4,821-61.0% | $2,671-29.6% |
| Participant deferral / active EE | $700 | $3,411-79.5% | $5,682-87.7% | $4,126-83.0% |
| Admin fee / account holder | $5,102 | $5,951-14.3% | $13,215-61.4% | $5,651-9.7% |