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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 | $63,009 | $77,472-18.7% | $100,392-37.2% | $80,935-22.1% |
| Participation rate | 97.4% | 76.9%+20.4pp | 81.5%+15.9pp | 67.7%+29.7pp |
| Annual return | 9.73% | 37.26%-27.5pp | 49.45%-39.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $526 | $2,800-81.2% | $3,941-86.6% | $2,757-80.9% |
| Participant deferral / active EE | $1,819 | $6,818-73.3% | $8,090-77.5% | $4,299-57.7% |
| Admin fee / account holder | $3,043 | $5,885-48.3% | $7,904-61.5% | $6,924-56.0% |