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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 | $40,822 | $109,359-62.7% | $162,171-74.8% | $72,983-44.1% |
| Participation rate | 84.0% | 84.3%-0.3pp | 87.6%-3.6pp | 69.5%+14.5pp |
| Annual return | 16.83% | 25.46%-8.6pp | 115.60%-98.8pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,701 | $3,907-56.5% | $5,613-69.7% | $2,440-30.3% |
| Participant deferral / active EE | $2,420 | $5,481-55.9% | $7,297-66.8% | $3,608-32.9% |
| Admin fee / account holder | $21,561 | $7,972+170.5% | $10,843+98.9% | $5,124+320.8% |