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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 | $60,454 | $185,312-67.4% | $161,489-62.6% | $154,746-60.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 3.11% | 103.84%-100.7pp | 89.72%-86.6pp | 172.34%-169.2pp |
| Employer contribution / active EE | $1,721 | $4,769-63.9% | $4,268-59.7% | $4,379-60.7% |
| Participant deferral / active EE | $1,540 | $6,350-75.7% | $5,630-72.6% | $6,730-77.1% |
| Admin fee / account holder | $37,137 | $18,654+99.1% | $16,006+132.0% | $14,365+158.5% |