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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 | $53,893 | $98,776-45.4% | $149,745-64.0% | $79,856-32.5% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.8pp | 69.6%+25.6pp |
| Annual return | 11.74% | 27.38%-15.6pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,452 | $3,217-23.8% | $4,646-47.2% | $2,471-0.8% |
| Participant deferral / active EE | $980 | $5,681-82.7% | $6,843-85.7% | $3,741-73.8% |
| Admin fee / account holder | $2,298 | $6,053-62.0% | $9,312-75.3% | $5,306-56.7% |