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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 | $43,188 | $93,617-53.9% | $135,982-68.2% | $75,177-42.6% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 14.10% | 30.89%-16.8pp | 68.32%-54.2pp | 160.75%-146.7pp |
| Employer contribution / active EE | $4,945 | $3,538+39.7% | $4,859+1.8% | $2,671+85.1% |
| Participant deferral / active EE | $264 | $6,406-95.9% | $7,760-96.6% | $4,126-93.6% |
| Admin fee / account holder | $1,374 | $6,980-80.3% | $10,767-87.2% | $5,651-75.7% |