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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 | $44,698 | $81,504-45.2% | $102,437-56.4% | $80,959-44.8% |
| Participation rate | 89.6% | 66.9%+22.7pp | 74.5%+15.1pp | 67.7%+21.9pp |
| Annual return | 6.14% | 25.60%-19.5pp | 24.95%-18.8pp | 35.67%-29.5pp |
| Employer contribution / active EE | $3,664 | $3,104+18.1% | $3,871-5.3% | $2,757+32.9% |
| Participant deferral / active EE | $397 | $3,871-89.7% | $5,060-92.1% | $4,300-90.8% |
| Admin fee / account holder | $10,837 | $6,719+61.3% | $8,388+29.2% | $6,925+56.5% |