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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 | $81,504-55.2% | $102,437-64.4% | $80,959-54.9% |
| Participation rate | 78.4% | 66.9%+11.6pp | 74.5%+3.9pp | 67.7%+10.7pp |
| Annual return | 8.93% | 25.60%-16.7pp | 24.95%-16.0pp | 35.67%-26.7pp |
| Employer contribution / active EE | $18,599 | $3,104+499.3% | $3,871+380.5% | $2,757+574.6% |
| Participant deferral / active EE | $1,381 | $3,871-64.3% | $5,060-72.7% | $4,300-67.9% |
| Admin fee / account holder | $32,248 | $6,719+379.9% | $8,388+284.5% | $6,925+365.6% |