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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 | $50,765 | $125,797-59.6% | $170,043-70.1% | $75,173-32.5% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.5pp | 67.2%+29.3pp |
| Annual return | 8.34% | 27.20%-18.9pp | 53.40%-45.1pp | 160.72%-152.4pp |
| Employer contribution / active EE | $1,597 | $4,616-65.4% | $6,790-76.5% | $2,671-40.2% |
| Participant deferral / active EE | $1,874 | $6,838-72.6% | $10,410-82.0% | $4,126-54.6% |
| Admin fee / account holder | $2,790 | $8,177-65.9% | $12,824-78.2% | $5,651-50.6% |