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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 | $55,089 | $78,690-30.0% | $161,489-65.9% | $87,485-37.0% |
| Participation rate | 85.3% | 67.5%+17.8pp | 78.7%+6.6pp | 68.9%+16.4pp |
| Annual return | 11.28% | 32.74%-21.5pp | 89.72%-78.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $2,730 | $2,588+5.5% | $4,268-36.1% | $2,596+5.1% |
| Participant deferral / active EE | $294 | $3,311-91.1% | $5,630-94.8% | $4,274-93.1% |
| Admin fee / account holder | $2,181 | $6,724-67.6% | $16,006-86.4% | $7,775-72.0% |