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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 | $55,808 | $111,814-50.1% | $103,378-46.0% | $145,978-61.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 7.76% | 24.80%-17.0pp | 24.91%-17.2pp | 550.52%-542.8pp |
| Employer contribution / active EE | $11,286 | $4,215+167.8% | $3,870+191.6% | $4,662+142.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,377 | $9,764-4.0% | $8,401+11.6% | $13,400-30.0% |