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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 | $39,515 | $86,949-54.6% | $102,460-61.4% | $80,959-51.2% |
| Participation rate | 74.7% | 72.4%+2.3pp | 76.5%-1.8pp | 67.7%+7.0pp |
| Annual return | 9.54% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,873 | $2,370-21.0% | $3,025-38.1% | $2,757-32.1% |
| Participant deferral / active EE | $1,182 | $4,121-71.3% | $5,056-76.6% | $4,300-72.5% |
| Admin fee / account holder | $6,842 | $8,048-15.0% | $9,460-27.7% | $6,925-1.2% |