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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 | $81,327 | $117,895-31.0% | $102,460-20.6% | $145,897-44.3% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 6.88% | 31.92%-25.0pp | 29.47%-22.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,354 | $3,619-62.6% | $3,025-55.3% | $4,663-71.0% |
| Participant deferral / active EE | $1,288 | $5,736-77.5% | $5,056-74.5% | $6,689-80.7% |
| Admin fee / account holder | $17,718 | $13,353+32.7% | $9,460+87.3% | $13,390+32.3% |