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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 | $33,743 | $76,551-55.9% | $123,894-72.8% | $62,881-46.3% |
| Participation rate | 82.1% | 73.0%+9.2pp | 81.4%+0.7pp | 69.3%+12.8pp |
| Annual return | 5.24% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $884 | $2,882-69.3% | $4,617-80.9% | $2,281-61.2% |
| Participant deferral / active EE | $1,772 | $4,840-63.4% | $5,984-70.4% | $3,203-44.7% |
| Admin fee / account holder | $3,033 | $4,826-37.1% | $8,357-63.7% | $4,296-29.4% |