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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 | $57,975 | $138,393-58.1% | $184,256-68.5% | $80,959-28.4% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.7%+19.4pp |
| Annual return | 10.39% | 20.01%-9.6pp | 28.85%-18.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,920 | $4,847-60.4% | $6,427-70.1% | $2,757-30.4% |
| Participant deferral / active EE | $2,389 | $7,076-66.2% | $9,133-73.8% | $4,300-44.4% |
| Admin fee / account holder | $8,053 | $10,489-23.2% | $13,899-42.1% | $6,925+16.3% |