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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 | $50,741 | $145,431-65.1% | $211,142-76.0% | $87,485-42.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.3%-12.3pp | 68.9%+6.1pp |
| Annual return | 11.10% | 27.21%-16.1pp | 46.84%-35.7pp | 26.06%-15.0pp |
| Employer contribution / active EE | $1,614 | $4,662-65.4% | $6,442-74.9% | $2,596-37.8% |
| Participant deferral / active EE | $1,606 | $6,859-76.6% | $9,284-82.7% | $4,274-62.4% |
| Admin fee / account holder | $655 | $17,052-96.2% | $19,076-96.6% | $7,775-91.6% |