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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 | $36,969 | $77,908-52.5% | $149,696-75.3% | $75,173-50.8% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 10.54% | 31.73%-21.2pp | 134.46%-123.9pp | 160.72%-150.2pp |
| Employer contribution / active EE | $2,868 | $3,138-8.6% | $4,821-40.5% | $2,671+7.4% |
| Participant deferral / active EE | $560 | $3,411-83.6% | $5,682-90.2% | $4,126-86.4% |
| Admin fee / account holder | $2,608 | $5,950-56.2% | $13,212-80.3% | $5,651-53.8% |