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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 | $45,991 | $89,364-48.5% | $141,177-67.4% | $72,983-37.0% |
| Participation rate | 83.0% | 75.1%+7.9pp | 82.5%+0.5pp | 69.5%+13.5pp |
| Annual return | 18.66% | 111.86%-93.2pp | 71.40%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $1,174 | $3,115-62.3% | $4,736-75.2% | $2,440-51.9% |
| Participant deferral / active EE | $790 | $5,419-85.4% | $6,710-88.2% | $3,608-78.1% |
| Admin fee / account holder | $1,992 | $5,959-66.6% | $10,263-80.6% | $5,124-61.1% |