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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 | $59,804 | $123,793-51.7% | $177,848-66.4% | $79,856-25.1% |
| Participation rate | 94.1% | 84.7%+9.5pp | 87.7%+6.4pp | 69.6%+24.5pp |
| Annual return | 9.10% | 22.82%-13.7pp | 48.33%-39.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,411 | $4,095-65.5% | $5,919-76.2% | $2,471-42.9% |
| Participant deferral / active EE | $1,819 | $5,956-69.5% | $7,714-76.4% | $3,741-51.4% |
| Admin fee / account holder | $25,640 | $7,243+254.0% | $12,431+106.3% | $5,306+383.2% |