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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 | $73,384 | $86,949-15.6% | $102,460-28.4% | $80,959-9.4% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 8.86% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $1,036 | $2,370-56.3% | $3,025-65.8% | $2,757-62.4% |
| Participant deferral / active EE | $1,733 | $4,121-57.9% | $5,056-65.7% | $4,300-59.7% |
| Admin fee / account holder | $572 | $8,048-92.9% | $9,460-94.0% | $6,925-91.7% |