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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 | $49,028 | $117,895-58.4% | $102,460-52.1% | $145,897-66.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.16% | 31.92%-24.8pp | 29.47%-22.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,009 | $3,619-72.1% | $3,025-66.6% | $4,663-78.4% |
| Participant deferral / active EE | $1,157 | $5,736-79.8% | $5,056-77.1% | $6,689-82.7% |
| Admin fee / account holder | $2,721 | $13,353-79.6% | $9,460-71.2% | $13,390-79.7% |