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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 | $46,596-3.1% | $64,085-29.5% | $75,173-39.9% |
| Participation rate | 70.7% | 65.9%+4.8pp | 72.3%-1.6pp | 67.2%+3.5pp |
| Annual return | 8.52% | 26.04%-17.5pp | 33.69%-25.2pp | 160.65%-152.1pp |
| Employer contribution / active EE | $651 | $1,975-67.0% | $2,747-76.3% | $2,670-75.6% |
| Participant deferral / active EE | $449 | $2,839-84.2% | $3,881-88.4% | $4,126-89.1% |
| Admin fee / account holder | $1,216 | $2,954-58.9% | $3,069-60.4% | $5,651-78.5% |