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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 | $86,940-61.5% | $102,434-67.3% | $80,935-58.7% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.7%+18.1pp |
| Annual return | 8.55% | 18.89%-10.3pp | 29.46%-20.9pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,231 | $2,370-48.1% | $3,023-59.3% | $2,757-55.4% |
| Participant deferral / active EE | $592 | $4,121-85.6% | $5,055-88.3% | $4,299-86.2% |
| Admin fee / account holder | $1,403 | $8,047-82.6% | $9,462-85.2% | $6,924-79.7% |