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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 | $81,476-66.4% | $102,383-73.3% | $80,925-66.2% |
| Participation rate | 72.2% | 66.8%+5.3pp | 74.5%-2.4pp | 67.7%+4.5pp |
| Annual return | 4.44% | 25.59%-21.2pp | 24.94%-20.5pp | 35.65%-31.2pp |
| Employer contribution / active EE | $11,784 | $3,105+279.5% | $3,870+204.5% | $2,756+327.5% |
| Participant deferral / active EE | $1,309 | $3,871-66.2% | $5,060-74.1% | $4,299-69.5% |
| Admin fee / account holder | $8,554 | $6,717+27.3% | $8,391+1.9% | $6,940+23.3% |