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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 | $40,765 | $183,516-77.8% | $155,534-73.8% | $145,884-72.1% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 6.25% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $2,801 | $5,315-47.3% | $4,675-40.1% | $4,662-39.9% |
| Participant deferral / active EE | $1,480 | $6,467-77.1% | $5,630-73.7% | $6,690-77.9% |
| Admin fee / account holder | $1,261 | $19,293-93.5% | $15,900-92.1% | $13,392-90.6% |