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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 | $37,897 | $67,602-43.9% | $82,312-54.0% | $70,126-46.0% |
| Participation rate | 78.7% | 72.8%+6.0pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 11.83% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $906 | $1,755-48.4% | $2,428-62.7% | $2,343-61.3% |
| Participant deferral / active EE | $1,288 | $2,987-56.9% | $3,706-65.2% | $3,332-61.3% |
| Admin fee / account holder | $316 | $4,512-93.0% | $5,608-94.4% | $4,645-93.2% |