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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 | $52,124 | $78,672-33.7% | $109,163-52.3% | $85,856-39.3% |
| Participation rate | 93.1% | 68.3%+24.8pp | 75.9%+17.2pp | 69.3%+23.8pp |
| Annual return | 9.81% | 25.09%-15.3pp | 25.75%-15.9pp | 318.58%-308.8pp |
| Employer contribution / active EE | $15,969 | $2,734+484.2% | $3,723+329.0% | $2,565+522.5% |
| Participant deferral / active EE | $1,012 | $3,467-70.8% | $4,654-78.2% | $3,952-74.4% |
| Admin fee / account holder | $3,331 | $5,470-39.1% | $6,754-50.7% | $6,261-46.8% |