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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 | $29,672 | $201,259-85.3% | $184,200-83.9% | $145,959-79.7% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 4.36% | 28.98%-24.6pp | 28.80%-24.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $1,668 | $7,018-76.2% | $6,424-74.0% | $4,661-64.2% |
| Participant deferral / active EE | $2,484 | $9,806-74.7% | $9,132-72.8% | $6,689-62.9% |
| Admin fee / account holder | $5,700 | $16,372-65.2% | $13,907-59.0% | $13,398-57.5% |