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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 | $42,544 | $100,970-57.9% | $96,576-55.9% | $137,256-69.0% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 11.78% | 38.16%-26.4pp | 38.47%-26.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,371 | $3,809-64.0% | $3,553-61.4% | $4,156-67.0% |
| Participant deferral / active EE | $2,057 | $8,286-75.2% | $7,956-74.1% | $6,407-67.9% |
| Admin fee / account holder | $8,180 | $11,312-27.7% | $11,381-28.1% | $12,270-33.3% |