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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 | $34,565 | $86,949-60.2% | $102,460-66.3% | $80,959-57.3% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.1pp | 67.7%+22.0pp |
| Annual return | 7.30% | 18.89%-11.6pp | 29.47%-22.2pp | 35.67%-28.4pp |
| Employer contribution / active EE | $3,347 | $2,370+41.2% | $3,025+10.6% | $2,757+21.4% |
| Participant deferral / active EE | $1,187 | $4,121-71.2% | $5,056-76.5% | $4,300-72.4% |
| Admin fee / account holder | $1,259 | $8,048-84.4% | $9,460-86.7% | $6,925-81.8% |