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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 | $44,825 | $160,040-72.0% | $147,096-69.5% | $145,877-69.3% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 7.00% | 98.49%-91.5pp | 419.75%-412.7pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,557 | $5,289-70.6% | $4,936-68.5% | $4,663-66.6% |
| Participant deferral / active EE | $2,466 | $8,429-70.7% | $8,071-69.4% | $6,691-63.1% |
| Admin fee / account holder | $1,825 | $15,050-87.9% | $13,005-86.0% | $13,402-86.4% |