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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 | $106,749-77.6% | $145,433-83.5% | $82,448-71.0% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 6.38% | 27.59%-21.2pp | 66.58%-60.2pp | 41.64%-35.3pp |
| Employer contribution / active EE | $1,871 | $3,444-45.7% | $4,554-58.9% | $2,551-26.6% |
| Participant deferral / active EE | $2,330 | $6,519-64.3% | $7,897-70.5% | $4,139-43.7% |
| Admin fee / account holder | $356 | $8,390-95.8% | $13,129-97.3% | $7,234-95.1% |