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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 | $76,407-27.9% | $150,298-63.3% | $82,448-33.2% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 11.28% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,730 | $2,614+4.4% | $4,154-34.3% | $2,551+7.0% |
| Participant deferral / active EE | $294 | $3,214-90.9% | $5,453-94.6% | $4,139-92.9% |
| Admin fee / account holder | $2,181 | $6,352-65.7% | $14,116-84.6% | $7,234-69.9% |