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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 | $28,699 | $209,336-86.3% | $197,124-85.4% | $137,256-79.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 6.02% | 48.09%-42.1pp | 44.34%-38.3pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,640 | $6,591-75.1% | $6,227-73.7% | $4,156-60.5% |
| Participant deferral / active EE | $2,065 | $9,614-78.5% | $9,135-77.4% | $6,407-67.8% |
| Admin fee / account holder | $11,598 | $17,308-33.0% | $16,298-28.8% | $12,270-5.5% |