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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 | $89,142 | $124,425-28.4% | $112,040-20.4% | $137,256-35.1% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 7.39% | 24.72%-17.3pp | 24.52%-17.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,107 | $3,411-67.5% | $2,954-62.5% | $4,156-73.4% |
| Participant deferral / active EE | $1,586 | $5,718-72.3% | $5,098-68.9% | $6,407-75.2% |
| Admin fee / account holder | $25,563 | $15,207+68.1% | $12,098+111.3% | $12,270+108.3% |