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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 | $72,298 | $157,304-54.0% | $141,197-48.8% | $152,909-52.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 12.91% | 64.34%-51.4pp | 71.41%-58.5pp | 345.46%-332.6pp |
| Employer contribution / active EE | $2,590 | $5,263-50.8% | $4,736-45.3% | $4,764-45.6% |
| Participant deferral / active EE | $1,706 | $7,111-76.0% | $6,710-74.6% | $5,851-70.8% |
| Admin fee / account holder | $3,770 | $12,126-68.9% | $10,265-63.3% | $11,601-67.5% |