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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 | $33,087 | $93,598-64.6% | $135,974-75.7% | $75,173-56.0% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 14.25% | 30.89%-16.6pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $1,573 | $3,538-55.5% | $4,859-67.6% | $2,671-41.1% |
| Participant deferral / active EE | $1,851 | $6,405-71.1% | $7,760-76.1% | $4,126-55.1% |
| Admin fee / account holder | $394 | $6,978-94.4% | $10,767-96.3% | $5,651-93.0% |