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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 | $86,940-54.5% | $102,434-61.4% | $80,935-51.2% |
| Participation rate | 74.7% | 72.4%+2.3pp | 76.5%-1.8pp | 67.7%+7.1pp |
| Annual return | 9.54% | 18.89%-9.4pp | 29.46%-19.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,873 | $2,370-20.9% | $3,023-38.0% | $2,757-32.0% |
| Participant deferral / active EE | $1,182 | $4,121-71.3% | $5,055-76.6% | $4,299-72.5% |
| Admin fee / account holder | $6,842 | $8,047-15.0% | $9,462-27.7% | $6,924-1.2% |