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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 | $40,360 | $106,974-62.3% | $90,796-55.5% | $138,895-70.9% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.5%+10.5pp | 79.9%+0.1pp |
| Annual return | 6.65% | 20.10%-13.4pp | 19.29%-12.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $480 | $2,609-81.6% | $2,294-79.1% | $4,194-88.6% |
| Participant deferral / active EE | $814 | $4,455-81.7% | $3,822-78.7% | $6,396-87.3% |
| Admin fee / account holder | $34,033 | $8,626+294.5% | $7,024+384.5% | $12,562+170.9% |