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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 | $30,535 | $117,859-74.1% | $102,438-70.2% | $145,959-79.1% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 8.17% | 31.72%-23.6pp | 29.37%-21.2pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,554 | $3,615-57.0% | $3,024-48.6% | $4,661-66.7% |
| Participant deferral / active EE | $1,588 | $5,732-72.3% | $5,054-68.6% | $6,689-76.3% |
| Admin fee / account holder | $13,320 | $13,3180% | $9,448+41.0% | $13,398-0.6% |