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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 | $35,482 | $80,985-56.2% | $96,576-63.3% | $75,181-52.8% |
| Participation rate | 82.5% | 71.8%+10.8pp | 76.0%+6.6pp | 67.2%+15.3pp |
| Annual return | 12.00% | 27.05%-15.0pp | 25.87%-13.9pp | 160.69%-148.7pp |
| Employer contribution / active EE | $2,841 | $2,282+24.5% | $2,965-4.2% | $2,671+6.4% |
| Participant deferral / active EE | $1,577 | $3,929-59.9% | $4,851-67.5% | $4,126-61.8% |
| Admin fee / account holder | $4,658 | $6,719-30.7% | $8,253-43.6% | $5,650-17.6% |