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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 | $33,819 | $86,949-61.1% | $102,460-67.0% | $80,959-58.2% |
| Participation rate | 78.9% | 72.4%+6.6pp | 76.5%+2.4pp | 67.7%+11.3pp |
| Annual return | 9.69% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,190 | $2,370-49.8% | $3,025-60.7% | $2,757-56.8% |
| Participant deferral / active EE | $1,377 | $4,121-66.6% | $5,056-72.8% | $4,300-68.0% |
| Admin fee / account holder | $9,292 | $8,048+15.5% | $9,460-1.8% | $6,925+34.2% |