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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 | $31,679 | $93,617-66.2% | $135,982-76.7% | $75,177-57.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 14.47% | 30.89%-16.4pp | 68.32%-53.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,334 | $3,538-62.3% | $4,859-72.5% | $2,671-50.1% |
| Participant deferral / active EE | $1,939 | $6,406-69.7% | $7,760-75.0% | $4,126-53.0% |
| Admin fee / account holder | $2,620 | $6,980-62.5% | $10,767-75.7% | $5,651-53.6% |