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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 | $37,069 | $81,487-54.5% | $102,412-63.8% | $80,935-54.2% |
| Participation rate | 71.3% | 66.8%+4.4pp | 74.5%-3.3pp | 67.7%+3.6pp |
| Annual return | 9.15% | 25.60%-16.4pp | 24.94%-15.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $4,901 | $3,103+57.9% | $3,870+26.6% | $2,757+77.8% |
| Participant deferral / active EE | $1,206 | $3,871-68.8% | $5,060-76.2% | $4,299-71.9% |
| Admin fee / account holder | $3,372 | $6,717-49.8% | $8,388-59.8% | $6,924-51.3% |