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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 | $64,658 | $102,422-36.9% | $147,117-56.0% | $80,959-20.1% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.7%+14.8pp |
| Annual return | 8.48% | 135.16%-126.7pp | 420.54%-412.1pp | 35.67%-27.2pp |
| Employer contribution / active EE | $2,632 | $3,717-29.2% | $4,932-46.6% | $2,757-4.6% |
| Participant deferral / active EE | $2,139 | $6,652-67.8% | $8,065-73.5% | $4,300-50.3% |
| Admin fee / account holder | $1,611 | $7,953-79.7% | $12,993-87.6% | $6,925-76.7% |