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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 | $41,597 | $201,264-79.3% | $184,185-77.4% | $145,978-71.5% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 9.03% | 29.00%-20.0pp | 28.81%-19.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $1,674 | $7,021-76.2% | $6,426-74.0% | $4,662-64.1% |
| Participant deferral / active EE | $2,670 | $9,806-72.8% | $9,132-70.8% | $6,690-60.1% |
| Admin fee / account holder | $6,429 | $16,376-60.7% | $13,909-53.8% | $13,400-52.0% |