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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 | $47,434 | $126,661-62.6% | $113,397-58.2% | $138,895-65.8% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.5%+10.2pp | 79.9%+6.7pp |
| Annual return | 7.33% | 25.05%-17.7pp | 23.20%-15.9pp | 145.39%-138.1pp |
| Employer contribution / active EE | $1,387 | $3,456-59.9% | $2,977-53.4% | $4,194-66.9% |
| Participant deferral / active EE | $1,702 | $5,693-70.1% | $5,076-66.5% | $6,396-73.4% |
| Admin fee / account holder | $91,876 | $14,549+531.5% | $11,957+668.4% | $12,562+631.4% |