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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 | $62,337 | $37,446+66.5% | $77,552-19.6% | $79,856-21.9% |
| Participation rate | 86.4% | 41.5%+44.8pp | 54.2%+32.2pp | 69.6%+16.7pp |
| Annual return | 8.19% | 39.76%-31.6pp | 54.82%-46.6pp | 31.71%-23.5pp |
| Employer contribution / active EE | $455 | $637-28.7% | $987-53.9% | $2,471-81.6% |
| Participant deferral / active EE | $311 | $1,261-75.3% | $1,861-83.3% | $3,741-91.7% |
| Admin fee / account holder | $4,484 | $2,506+78.9% | $2,859+56.8% | $5,306-15.5% |