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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 | $65,409 | $88,672-26.2% | $105,223-37.8% | $82,448-20.7% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 3.72% | 30.86%-27.1pp | 180.65%-176.9pp | 41.64%-37.9pp |
| Employer contribution / active EE | $5,258 | $3,048+72.5% | $3,689+42.5% | $2,551+106.1% |
| Participant deferral / active EE | $1,360 | $4,036-66.3% | $5,072-73.2% | $4,139-67.1% |
| Admin fee / account holder | $8,614 | $7,146+20.5% | $8,859-2.8% | $7,234+19.1% |