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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 | $36,518 | $81,446-55.2% | $103,374-64.7% | $80,874-54.8% |
| Participation rate | 78.4% | 66.9%+11.6pp | 74.5%+3.9pp | 67.6%+10.8pp |
| Annual return | 8.93% | 25.57%-16.6pp | 24.89%-16.0pp | 35.62%-26.7pp |
| Employer contribution / active EE | $18,599 | $3,107+498.6% | $3,869+380.7% | $2,756+575.0% |
| Participant deferral / active EE | $1,381 | $3,870-64.3% | $5,058-72.7% | $4,297-67.9% |
| Admin fee / account holder | $32,248 | $6,715+380.2% | $8,394+284.2% | $6,935+365.0% |