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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 | $48,657 | $67,411-27.8% | $91,004-46.5% | $70,126-30.6% |
| Participation rate | 87.8% | 71.4%+16.4pp | 75.6%+12.2pp | 69.5%+18.3pp |
| Annual return | 9.36% | -40.16%+49.5pp | 4.60%+4.8pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,897 | $1,786+6.2% | $2,456-22.7% | $2,343-19.0% |
| Participant deferral / active EE | $1,161 | $2,823-58.9% | $3,548-67.3% | $3,332-65.2% |
| Admin fee / account holder | $643 | $4,236-84.8% | $5,417-88.1% | $4,645-86.2% |