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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 | $37,679 | $100,970-62.7% | $96,576-61.0% | $137,256-72.5% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 10.94% | 38.16%-27.2pp | 38.47%-27.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,797 | $3,809+25.9% | $3,553+35.0% | $4,156+15.4% |
| Participant deferral / active EE | $2,062 | $8,286-75.1% | $7,956-74.1% | $6,407-67.8% |
| Admin fee / account holder | $15,985 | $11,312+41.3% | $11,381+40.5% | $12,270+30.3% |