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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 | $32,837 | $152,612-78.5% | $125,192-73.8% | $152,897-78.5% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 7.59% | 54.85%-47.3pp | 43.79%-36.2pp | 345.43%-337.8pp |
| Employer contribution / active EE | $1,669 | $4,947-66.3% | $3,866-56.8% | $4,764-65.0% |
| Participant deferral / active EE | $1,286 | $5,868-78.1% | $4,937-74.0% | $5,851-78.0% |
| Admin fee / account holder | $675 | $13,437-95.0% | $9,704-93.0% | $11,599-94.2% |