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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 | $25,045 | $84,236-70.3% | $170,435-85.3% | $70,126-64.3% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 10.50% | 23.06%-12.6pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $2,557 | $3,387-24.5% | $5,432-52.9% | $2,343+9.2% |
| Participant deferral / active EE | $740 | $3,086-76.0% | $4,939-85.0% | $3,332-77.8% |
| Admin fee / account holder | $1,986 | $5,698-65.1% | $13,881-85.7% | $4,645-57.2% |