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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 | $38,043 | $162,136-76.5% | $152,301-75.0% | $154,746-75.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 3.50% | 91.02%-87.5pp | 80.50%-77.0pp | 172.34%-168.8pp |
| Employer contribution / active EE | $1,769 | $4,890-63.8% | $4,624-61.7% | $4,379-59.6% |
| Participant deferral / active EE | $2,263 | $8,341-72.9% | $8,004-71.7% | $6,730-66.4% |
| Admin fee / account holder | $72,997 | $15,759+363.2% | $14,398+407.0% | $14,365+408.2% |