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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 | $23,332 | $81,276-71.3% | $155,574-85.0% | $80,925-71.2% |
| Participation rate | 94.0% | 66.2%+27.8pp | 78.2%+15.8pp | 67.7%+26.3pp |
| Annual return | 8.08% | 33.36%-25.3pp | 64.87%-56.8pp | 35.65%-27.6pp |
| Employer contribution / active EE | $2,942 | $3,103-5.2% | $4,676-37.1% | $2,756+6.7% |
| Participant deferral / active EE | $725 | $3,453-79.0% | $5,629-87.1% | $4,299-83.1% |
| Admin fee / account holder | $3,287 | $7,993-58.9% | $15,914-79.3% | $6,940-52.6% |