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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 | $114,119-61.2% | $107,187-58.7% | $138,895-68.1% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 79.9%+1.3pp |
| Annual return | 6.94% | 273.21%-266.3pp | 204.55%-197.6pp | 145.39%-138.5pp |
| Employer contribution / active EE | $1,912 | $4,059-52.9% | $3,782-49.4% | $4,194-54.4% |
| Participant deferral / active EE | $1,143 | $5,538-79.4% | $5,096-77.6% | $6,396-82.1% |
| Admin fee / account holder | $2,995 | $10,024-70.1% | $9,162-67.3% | $12,562-76.2% |