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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 | $37,046 | $93,617-60.4% | $135,982-72.8% | $75,177-50.7% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.5pp | 67.2%+7.3pp |
| Annual return | 14.86% | 30.89%-16.0pp | 68.32%-53.5pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,107 | $3,538-68.7% | $4,859-77.2% | $2,671-58.6% |
| Participant deferral / active EE | $2,332 | $6,406-63.6% | $7,760-69.9% | $4,126-43.5% |
| Admin fee / account holder | $1,148 | $6,980-83.5% | $10,767-89.3% | $5,651-79.7% |