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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 | $50,711 | $89,364-43.3% | $141,177-64.1% | $72,983-30.5% |
| Participation rate | 81.0% | 75.1%+5.8pp | 82.5%-1.5pp | 69.5%+11.5pp |
| Annual return | 18.14% | 111.86%-93.7pp | 71.40%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,671 | $3,115-46.3% | $4,736-64.7% | $2,440-31.5% |
| Participant deferral / active EE | $2,076 | $5,419-61.7% | $6,710-69.1% | $3,608-42.5% |
| Admin fee / account holder | $4,658 | $5,959-21.8% | $10,263-54.6% | $5,124-9.1% |