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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 | $29,705 | $117,846-74.8% | $102,434-71.0% | $145,884-79.6% |
| Participation rate | 78.6% | 78.6%-0.1pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 8.59% | 31.90%-23.3pp | 29.46%-20.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,775 | $3,615-50.9% | $3,023-41.3% | $4,662-61.9% |
| Participant deferral / active EE | $1,534 | $5,733-73.2% | $5,055-69.7% | $6,690-77.1% |
| Admin fee / account holder | $23,025 | $13,356+72.4% | $9,462+143.3% | $13,392+71.9% |