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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 | $30,247 | $56,894-46.8% | $84,753-64.3% | $62,881-51.9% |
| Participation rate | 89.3% | 68.5%+20.7pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 3.08% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,547 | $2,400-35.5% | $3,574-56.7% | $2,281-32.2% |
| Participant deferral / active EE | $872 | $2,709-67.8% | $3,712-76.5% | $3,203-72.8% |
| Admin fee / account holder | $1,512 | $3,581-57.8% | $5,333-71.6% | $4,296-64.8% |