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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 | $42,185 | $209,336-79.8% | $197,124-78.6% | $137,256-69.3% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 11.44% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,595 | $6,591-75.8% | $6,227-74.4% | $4,156-61.6% |
| Participant deferral / active EE | $2,462 | $9,614-74.4% | $9,135-73.0% | $6,407-61.6% |
| Admin fee / account holder | $11,093 | $17,308-35.9% | $16,298-31.9% | $12,270-9.6% |