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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 | $23,946 | $106,524-77.5% | $152,301-84.3% | $87,485-72.6% |
| Participation rate | 81.8% | 75.8%+6.1pp | 82.4%-0.6pp | 68.9%+12.9pp |
| Annual return | 6.38% | 26.89%-20.5pp | 80.50%-74.1pp | 26.06%-19.7pp |
| Employer contribution / active EE | $1,871 | $3,371-44.5% | $4,624-59.5% | $2,596-27.9% |
| Participant deferral / active EE | $2,330 | $6,525-64.3% | $8,004-70.9% | $4,274-45.5% |
| Admin fee / account holder | $356 | $8,287-95.7% | $14,398-97.5% | $7,775-95.4% |