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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 | $35,419 | $86,919-59.3% | $102,457-65.4% | $80,911-56.2% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.6%+8.3pp |
| Annual return | 9.90% | 18.90%-9.0pp | 29.41%-19.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,296 | $2,368-45.3% | $3,022-57.1% | $2,756-53.0% |
| Participant deferral / active EE | $1,824 | $4,119-55.7% | $5,054-63.9% | $4,297-57.6% |
| Admin fee / account holder | $5,500 | $8,049-31.7% | $9,451-41.8% | $6,935-20.7% |