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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 | $62,699 | $145,431-56.9% | $211,142-70.3% | $87,485-28.3% |
| Participation rate | 90.3% | 84.7%+5.6pp | 87.3%+3.0pp | 68.9%+21.4pp |
| Annual return | 12.90% | 27.21%-14.3pp | 46.84%-33.9pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,788 | $4,662-61.6% | $6,442-72.2% | $2,596-31.1% |
| Participant deferral / active EE | $2,810 | $6,859-59.0% | $9,284-69.7% | $4,274-34.3% |
| Admin fee / account holder | $2,233 | $17,052-86.9% | $19,076-88.3% | $7,775-71.3% |