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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 | $22,023 | $56,287-60.9% | $80,977-72.8% | $62,881-65.0% |
| Participation rate | 77.1% | 68.9%+8.2pp | 75.8%+1.3pp | 69.3%+7.8pp |
| Annual return | 3.42% | 22.13%-18.7pp | 17.11%-13.7pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,898 | $1,943-2.3% | $3,715-48.9% | $2,281-16.8% |
| Participant deferral / active EE | $1,696 | $4,196-59.6% | $5,696-70.2% | $3,203-47.0% |
| Admin fee / account holder | $2,960 | $3,742-20.9% | $5,517-46.4% | $4,296-31.1% |