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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 | $46,285 | $72,273-36.0% | $101,275-54.3% | $79,856-42.0% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 9.96% | 22.30%-12.3pp | 46.48%-36.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $14,924 | $2,691+454.5% | $3,660+307.7% | $2,471+503.9% |
| Participant deferral / active EE | $760 | $3,282-76.8% | $4,371-82.6% | $3,741-79.7% |
| Admin fee / account holder | $11,930 | $4,401+171.1% | $5,948+100.6% | $5,306+124.8% |