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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 | $35,421 | $100,970-64.9% | $96,576-63.3% | $137,256-74.2% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 7.17% | 38.16%-31.0pp | 38.47%-31.3pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,140 | $3,809-70.1% | $3,553-67.9% | $4,156-72.6% |
| Participant deferral / active EE | $2,132 | $8,286-74.3% | $7,956-73.2% | $6,407-66.7% |
| Admin fee / account holder | $1,047 | $11,312-90.7% | $11,381-90.8% | $12,270-91.5% |