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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 | $60,440 | $86,940-30.5% | $102,434-41.0% | $80,935-25.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.26% | 18.89%-8.6pp | 29.46%-19.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $2,207 | $2,370-6.9% | $3,023-27.0% | $2,757-19.9% |
| Participant deferral / active EE | $1,663 | $4,121-59.6% | $5,055-67.1% | $4,299-61.3% |
| Admin fee / account holder | $1,834 | $8,047-77.2% | $9,462-80.6% | $6,924-73.5% |