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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 | $45,760 | $86,922-47.4% | $102,438-55.3% | $80,874-43.4% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.6%+23.3pp |
| Annual return | 7.69% | 18.90%-11.2pp | 29.37%-21.7pp | 35.62%-27.9pp |
| Employer contribution / active EE | $1,515 | $2,369-36.1% | $3,024-49.9% | $2,756-45.0% |
| Participant deferral / active EE | $54 | $4,119-98.7% | $5,054-98.9% | $4,297-98.7% |
| Admin fee / account holder | $1,502 | $8,050-81.3% | $9,448-84.1% | $6,935-78.3% |