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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 | $30,010 | $93,617-67.9% | $135,982-77.9% | $75,177-60.1% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 67.2%+23.4pp |
| Annual return | 14.41% | 30.89%-16.5pp | 68.32%-53.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,720 | $3,538-51.4% | $4,859-64.6% | $2,671-35.6% |
| Participant deferral / active EE | $2,399 | $6,406-62.5% | $7,760-69.1% | $4,126-41.9% |
| Admin fee / account holder | $1,335 | $6,980-80.9% | $10,767-87.6% | $5,651-76.4% |