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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 | $117,829-58.4% | $102,423-52.1% | $145,877-66.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.16% | 31.83%-24.7pp | 29.42%-22.3pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,009 | $3,615-72.1% | $3,023-66.6% | $4,663-78.4% |
| Participant deferral / active EE | $1,157 | $5,732-79.8% | $5,054-77.1% | $6,691-82.7% |
| Admin fee / account holder | $2,721 | $13,335-79.6% | $9,455-71.2% | $13,402-79.7% |