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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 | $33,461 | $86,919-61.5% | $102,457-67.3% | $80,911-58.6% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 8.55% | 18.90%-10.4pp | 29.41%-20.9pp | 35.63%-27.1pp |
| Employer contribution / active EE | $1,231 | $2,368-48.0% | $3,022-59.3% | $2,756-55.3% |
| Participant deferral / active EE | $592 | $4,119-85.6% | $5,054-88.3% | $4,297-86.2% |
| Admin fee / account holder | $1,403 | $8,049-82.6% | $9,451-85.2% | $6,935-79.8% |