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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 | $46,828 | $87,733-46.6% | $106,554-56.1% | $85,851-45.5% |
| Participation rate | 77.8% | 71.9%+5.8pp | 76.1%+1.6pp | 69.3%+8.5pp |
| Annual return | 10.83% | 21.86%-11.0pp | 26.80%-16.0pp | 318.63%-307.8pp |
| Employer contribution / active EE | $1,511 | $2,073-27.1% | $2,819-46.4% | $2,565-41.1% |
| Participant deferral / active EE | $1,056 | $3,469-69.6% | $4,398-76.0% | $3,952-73.3% |
| Admin fee / account holder | $436 | $6,767-93.6% | $7,408-94.1% | $6,261-93.0% |