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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 | $32,915 | $85,435-61.5% | $75,714-56.5% | - |
| Participation rate | 70.7% | 79.0%-8.3pp | 74.8%-4.1pp | - |
| Annual return | 10.98% | 14.16%-3.2pp | 104.62%-93.6pp | - |
| Employer contribution / active EE | $4,004 | $2,146+86.6% | $2,744+45.9% | - |
| Participant deferral / active EE | $1,615 | $3,526-54.2% | $3,820-57.7% | - |
| Admin fee / account holder | $3,280 | $3,220+1.9% | $3,619-9.4% | - |