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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 | $49,327 | $70,475-30.0% | $100,530-50.9% | $79,858-38.2% |
| Participation rate | 97.2% | 73.7%+23.6pp | 79.4%+17.8pp | 69.6%+27.6pp |
| Annual return | 9.16% | 21.90%-12.7pp | 30.89%-21.7pp | 31.72%-22.6pp |
| Employer contribution / active EE | $472 | $2,165-78.2% | $3,418-86.2% | $2,471-80.9% |
| Participant deferral / active EE | $2,189 | $5,181-57.7% | $6,271-65.1% | $3,740-41.5% |
| Admin fee / account holder | $2,887 | $4,478-35.5% | $8,083-64.3% | $5,306-45.6% |