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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 | $30,916 | $86,922-64.4% | $102,438-69.8% | $80,874-61.8% |
| Participation rate | 73.0% | 72.4%+0.6pp | 76.5%-3.5pp | 67.6%+5.3pp |
| Annual return | 9.57% | 18.90%-9.3pp | 29.37%-19.8pp | 35.62%-26.0pp |
| Employer contribution / active EE | $696 | $2,369-70.6% | $3,024-77.0% | $2,756-74.7% |
| Participant deferral / active EE | $1,350 | $4,119-67.2% | $5,054-73.3% | $4,297-68.6% |
| Admin fee / account holder | $2,910 | $8,050-63.8% | $9,448-69.2% | $6,935-58.0% |