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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 | $50,126 | $153,769-67.4% | $133,975-62.6% | $273,972-81.7% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 1.19% | 36.51%-35.3pp | 29.29%-28.1pp | 41.46%-40.3pp |
| Employer contribution / active EE | $1,822 | $6,029-69.8% | $5,211-65.0% | $4,869-62.6% |
| Participant deferral / active EE | $1,765 | $6,958-74.6% | $6,282-71.9% | $5,287-66.6% |
| Admin fee / account holder | $50,668 | $11,765+330.7% | $9,324+443.4% | $10,133+400.0% |