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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 | $48,009 | $138,393-65.3% | $184,256-73.9% | $80,959-40.7% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.7%+19.0pp |
| Annual return | 7.13% | 20.01%-12.9pp | 28.85%-21.7pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,749 | $4,847-63.9% | $6,427-72.8% | $2,757-36.5% |
| Participant deferral / active EE | $1,470 | $7,076-79.2% | $9,133-83.9% | $4,300-65.8% |
| Admin fee / account holder | $1,639 | $10,489-84.4% | $13,899-88.2% | $6,925-76.3% |