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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 | $48,156 | $157,304-69.4% | $141,197-65.9% | $152,909-68.5% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 5.22% | 64.34%-59.1pp | 71.41%-66.2pp | 345.46%-340.2pp |
| Employer contribution / active EE | $4,527 | $5,263-14.0% | $4,736-4.4% | $4,764-5.0% |
| Participant deferral / active EE | $1,628 | $7,111-77.1% | $6,710-75.7% | $5,851-72.2% |
| Admin fee / account holder | $17,341 | $12,126+43.0% | $10,265+68.9% | $11,601+49.5% |