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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 | $38,279 | $82,882-53.8% | $127,803-70.0% | $72,975-47.5% |
| Participation rate | 92.3% | 71.5%+20.8pp | 79.0%+13.3pp | 69.5%+22.8pp |
| Annual return | 13.22% | 32.20%-19.0pp | 26.14%-12.9pp | 81.01%-67.8pp |
| Employer contribution / active EE | $2,490 | $3,346-25.6% | $4,576-45.6% | $2,440+2.0% |
| Participant deferral / active EE | $1,271 | $4,791-73.5% | $6,023-78.9% | $3,608-64.8% |
| Admin fee / account holder | $6,477 | $6,487-0.2% | $9,399-31.1% | $5,124+26.4% |