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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 | $55,486 | $89,370-37.9% | $141,197-60.7% | $72,976-24.0% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 15.74% | 111.88%-96.1pp | 71.41%-55.7pp | 81.02%-65.3pp |
| Employer contribution / active EE | $845 | $3,115-72.9% | $4,736-82.2% | $2,440-65.4% |
| Participant deferral / active EE | $1,068 | $5,419-80.3% | $6,710-84.1% | $3,608-70.4% |
| Admin fee / account holder | $377 | $5,957-93.7% | $10,265-96.3% | $5,124-92.6% |