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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 | $79,082 | $98,760-19.9% | $149,715-47.2% | $79,858-1.0% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.5%-12.2pp | 69.6%+0.6pp |
| Annual return | 11.62% | 27.43%-15.8pp | 276.66%-265.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,523 | $3,217-52.6% | $4,645-67.2% | $2,471-38.3% |
| Participant deferral / active EE | $2,251 | $5,681-60.4% | $6,842-67.1% | $3,740-39.8% |
| Admin fee / account holder | $5,130 | $6,053-15.3% | $9,310-44.9% | $5,306-3.3% |