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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 | $62,944 | $138,385-54.5% | $184,243-65.8% | $80,925-22.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.7%+18.1pp |
| Annual return | 10.18% | 20.02%-9.8pp | 28.82%-18.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,795 | $4,851-63.0% | $6,427-72.1% | $2,756-34.9% |
| Participant deferral / active EE | $3,021 | $7,075-57.3% | $9,132-66.9% | $4,299-29.7% |
| Admin fee / account holder | $1,088 | $10,489-89.6% | $13,914-92.2% | $6,940-84.3% |