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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 | $44,315 | $111,535-60.3% | $105,223-57.9% | $137,256-67.7% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 6.94% | 237.85%-230.9pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,912 | $3,939-51.5% | $3,689-48.2% | $4,156-54.0% |
| Participant deferral / active EE | $1,143 | $5,500-79.2% | $5,072-77.5% | $6,407-82.2% |
| Admin fee / account holder | $2,995 | $9,721-69.2% | $8,859-66.2% | $12,270-75.6% |