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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 | $69,687 | $54,541+27.8% | $78,778-11.5% | $70,126-0.6% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 10.22% | 21.07%-10.9pp | 35.62%-25.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,209 | $1,089+11.1% | $1,986-39.1% | $2,343-48.4% |
| Participant deferral / active EE | $641 | $2,210-71.0% | $2,958-78.3% | $3,332-80.8% |
| Admin fee / account holder | $433 | $3,709-88.3% | $5,134-91.6% | $4,645-90.7% |