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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 | $26,414 | $209,336-87.4% | $197,124-86.6% | $137,256-80.8% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 8.37% | 48.09%-39.7pp | 44.34%-36.0pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,524 | $6,591-46.5% | $6,227-43.4% | $4,156-15.2% |
| Participant deferral / active EE | $2,465 | $9,614-74.4% | $9,135-73.0% | $6,407-61.5% |
| Admin fee / account holder | $9,678 | $17,308-44.1% | $16,298-40.6% | $12,270-21.1% |