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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 | $50,369 | $109,359-53.9% | $162,177-68.9% | $72,975-31.0% |
| Participation rate | 83.9% | 84.3%-0.4pp | 87.6%-3.7pp | 69.5%+14.4pp |
| Annual return | 9.78% | 25.46%-15.7pp | 115.60%-105.8pp | 81.01%-71.2pp |
| Employer contribution / active EE | $1,257 | $3,907-67.8% | $5,613-77.6% | $2,440-48.5% |
| Participant deferral / active EE | $1,043 | $5,481-81.0% | $7,297-85.7% | $3,608-71.1% |
| Admin fee / account holder | $654 | $7,972-91.8% | $10,843-94.0% | $5,124-87.2% |