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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 | $146,267-65.3% | $197,124-74.3% | $82,448-38.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 11.10% | 29.61%-18.5pp | 44.34%-33.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,614 | $4,723-65.8% | $6,227-74.1% | $2,551-36.7% |
| Participant deferral / active EE | $1,606 | $7,035-77.2% | $9,135-82.4% | $4,139-61.2% |
| Admin fee / account holder | $655 | $14,422-95.5% | $16,298-96.0% | $7,234-90.9% |