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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 | $43,024 | $67,602-36.4% | $82,312-47.7% | $70,126-38.6% |
| Participation rate | 82.8% | 72.8%+10.0pp | 76.9%+5.9pp | 69.5%+13.2pp |
| Annual return | 6.06% | 21.57%-15.5pp | 25.88%-19.8pp | 73.15%-67.1pp |
| Employer contribution / active EE | $1,290 | $1,755-26.5% | $2,428-46.9% | $2,343-44.9% |
| Participant deferral / active EE | $1,209 | $2,987-59.5% | $3,706-67.4% | $3,332-63.7% |
| Admin fee / account holder | $883 | $4,512-80.4% | $5,608-84.3% | $4,645-81.0% |