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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 | $51,335 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 6.95% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,315 | $4,804-72.6% | $4,554-71.1% | $4,156-68.4% |
| Participant deferral / active EE | $797 | $8,216-90.3% | $7,897-89.9% | $6,407-87.6% |
| Admin fee / account holder | $9,721 | $14,344-32.2% | $13,129-26.0% | $12,270-20.8% |