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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 | $49,304 | $99,875-50.6% | $146,866-66.4% | $86,983-43.3% |
| Participation rate | 77.9% | 75.8%+2.1pp | 82.5%-4.6pp | 69.5%+8.4pp |
| Annual return | 11.94% | 28.10%-16.2pp | 102.85%-90.9pp | 25.83%-13.9pp |
| Employer contribution / active EE | $1,077 | $3,224-66.6% | $4,425-75.7% | $2,584-58.3% |
| Participant deferral / active EE | $1,782 | $6,322-71.8% | $7,759-77.0% | $4,194-57.5% |
| Admin fee / account holder | $1,811 | $7,838-76.9% | $13,620-86.7% | $7,856-77.0% |