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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 | $22,009 | $81,487-73.0% | $102,412-78.5% | $80,935-72.8% |
| Participation rate | 88.3% | 66.8%+21.5pp | 74.5%+13.8pp | 67.7%+20.7pp |
| Annual return | 10.33% | 25.60%-15.3pp | 24.94%-14.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $3,497 | $3,103+12.7% | $3,870-9.6% | $2,757+26.9% |
| Participant deferral / active EE | $932 | $3,871-75.9% | $5,060-81.6% | $4,299-78.3% |
| Admin fee / account holder | $1,342 | $6,717-80.0% | $8,388-84.0% | $6,924-80.6% |