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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 | $27,384 | $81,504-66.4% | $102,437-73.3% | $80,959-66.2% |
| Participation rate | 72.2% | 66.9%+5.3pp | 74.5%-2.4pp | 67.7%+4.5pp |
| Annual return | 4.44% | 25.60%-21.2pp | 24.95%-20.5pp | 35.67%-31.2pp |
| Employer contribution / active EE | $11,784 | $3,104+279.7% | $3,871+204.4% | $2,757+327.4% |
| Participant deferral / active EE | $1,309 | $3,871-66.2% | $5,060-74.1% | $4,300-69.6% |
| Admin fee / account holder | $8,554 | $6,719+27.3% | $8,388+2.0% | $6,925+23.5% |