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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 | $45,172 | $46,534-2.9% | $64,097-29.5% | $75,177-39.9% |
| Participation rate | 70.7% | 65.9%+4.8pp | 72.3%-1.6pp | 67.2%+3.5pp |
| Annual return | 8.52% | 26.07%-17.5pp | 33.75%-25.2pp | 160.75%-152.2pp |
| Employer contribution / active EE | $651 | $1,976-67.1% | $2,750-76.3% | $2,671-75.6% |
| Participant deferral / active EE | $449 | $2,835-84.2% | $3,881-88.4% | $4,126-89.1% |
| Admin fee / account holder | $1,216 | $2,957-58.9% | $3,070-60.4% | $5,651-78.5% |