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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 | $27,596 | $86,891-68.2% | $142,516-80.6% | $75,173-63.3% |
| Participation rate | 71.0% | 68.5%+2.4pp | 76.8%-5.8pp | 67.2%+3.8pp |
| Annual return | 11.23% | 23.31%-12.1pp | 19.99%-8.8pp | 160.72%-149.5pp |
| Employer contribution / active EE | $3,145 | $3,355-6.3% | $4,849-35.1% | $2,671+17.7% |
| Participant deferral / active EE | $1,511 | $4,938-69.4% | $6,280-75.9% | $4,126-63.4% |
| Admin fee / account holder | $8,779 | $7,299+20.3% | $10,008-12.3% | $5,651+55.4% |