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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 | $50,741 | $149,446-66.0% | $256,809-80.2% | $94,015-46.0% |
| Participation rate | 75.0% | 85.3%-10.3pp | 88.5%-13.5pp | 70.8%+4.2pp |
| Annual return | 11.10% | 17.55%-6.4pp | 32.73%-21.6pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,614 | $4,596-64.9% | $7,263-77.8% | $2,790-42.2% |
| Participant deferral / active EE | $1,606 | $6,491-75.3% | $9,520-83.1% | $4,249-62.2% |
| Admin fee / account holder | $655 | $24,035-97.3% | $25,146-97.4% | $8,951-92.7% |