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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 | $31,533 | $72,492-56.5% | $87,104-63.8% | $72,975-56.8% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 15.60% | 24.46%-8.9pp | 28.19%-12.6pp | 81.01%-65.4pp |
| Employer contribution / active EE | $1,190 | $1,894-37.2% | $2,521-52.8% | $2,440-51.2% |
| Participant deferral / active EE | $1,095 | $3,270-66.5% | $4,048-73.0% | $3,608-69.6% |
| Admin fee / account holder | $310 | $5,055-93.9% | $7,491-95.9% | $5,124-94.0% |