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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 | $52,035 | $72,492-28.2% | $87,102-40.3% | $72,983-28.7% |
| Participation rate | 75.7% | 72.8%+2.9pp | 76.9%-1.2pp | 69.5%+6.2pp |
| Annual return | 13.77% | 24.46%-10.7pp | 28.19%-14.4pp | 81.01%-67.2pp |
| Employer contribution / active EE | $789 | $1,894-58.3% | $2,521-68.7% | $2,440-67.6% |
| Participant deferral / active EE | $1,318 | $3,270-59.7% | $4,048-67.4% | $3,608-63.5% |
| Admin fee / account holder | $2,688 | $5,055-46.8% | $7,491-64.1% | $5,124-47.5% |