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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 | $45,363 | $89,367-49.2% | $141,191-67.9% | $72,975-37.8% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 18.20% | 111.87%-93.7pp | 71.41%-53.2pp | 81.01%-62.8pp |
| Employer contribution / active EE | $5,001 | $3,115+60.5% | $4,736+5.6% | $2,440+104.9% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,050 | $5,957-15.2% | $10,264-50.8% | $5,124-1.5% |