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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 | $61,140 | $110,137-44.5% | $161,149-62.1% | $82,637-26.0% |
| Participation rate | 82.5% | 72.4%+10.1pp | 78.8%+3.7pp | 68.1%+14.4pp |
| Annual return | 10.08% | 20.69%-10.6pp | 21.16%-11.1pp | 53.51%-43.4pp |
| Employer contribution / active EE | $5,411 | $2,856+89.4% | $4,360+24.1% | $2,552+112.0% |
| Participant deferral / active EE | $15 | $4,575-99.7% | $6,153-99.8% | $4,126-99.6% |
| Admin fee / account holder | $6,078 | $9,467-35.8% | $15,194-60.0% | $7,339-17.2% |