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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 | $117,846-31.0% | $102,434-20.6% | $145,884-44.3% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 6.88% | 31.90%-25.0pp | 29.46%-22.6pp | 551.85%-545.0pp |
| Employer contribution / active EE | $1,354 | $3,615-62.6% | $3,023-55.2% | $4,662-71.0% |
| Participant deferral / active EE | $1,288 | $5,733-77.5% | $5,055-74.5% | $6,690-80.7% |
| Admin fee / account holder | $17,718 | $13,356+32.7% | $9,462+87.3% | $13,392+32.3% |