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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 | $70,424 | $98,766-28.7% | $149,730-53.0% | $79,852-11.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 6.83% | 27.43%-20.6pp | 276.70%-269.9pp | 31.72%-24.9pp |
| Employer contribution / active EE | $708 | $3,217-78.0% | $4,645-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $1,656 | $5,681-70.9% | $6,843-75.8% | $3,740-55.7% |
| Admin fee / account holder | $14,439 | $6,052+138.6% | $9,310+55.1% | $5,306+172.1% |