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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 | $34,512 | $81,476-57.6% | $102,383-66.3% | $80,925-57.4% |
| Participation rate | 77.2% | 66.8%+10.4pp | 74.5%+2.7pp | 67.7%+9.6pp |
| Annual return | 9.57% | 25.59%-16.0pp | 24.94%-15.4pp | 35.65%-26.1pp |
| Employer contribution / active EE | $2,802 | $3,105-9.8% | $3,870-27.6% | $2,756+1.7% |
| Participant deferral / active EE | $1,488 | $3,871-61.6% | $5,060-70.6% | $4,299-65.4% |
| Admin fee / account holder | $15,257 | $6,717+127.1% | $8,391+81.8% | $6,940+119.8% |