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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 | $50,215 | $87,733-42.8% | $106,555-52.9% | $85,847-41.5% |
| Participation rate | 71.1% | 71.9%-0.9pp | 76.1%-5.1pp | 69.3%+1.7pp |
| Annual return | 9.65% | 21.86%-12.2pp | 26.80%-17.1pp | 318.61%-309.0pp |
| Employer contribution / active EE | $1,006 | $2,073-51.5% | $2,819-64.3% | $2,565-60.8% |
| Participant deferral / active EE | $1,445 | $3,469-58.4% | $4,399-67.2% | $3,952-63.5% |
| Admin fee / account holder | $4,730 | $6,767-30.1% | $7,408-36.2% | $6,261-24.4% |