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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 | $142,883 | $123,793+15.4% | $177,827-19.7% | $79,858+78.9% |
| Participation rate | 78.3% | 84.7%-6.4pp | 87.7%-9.5pp | 69.6%+8.6pp |
| Annual return | 8.49% | 22.82%-14.3pp | 48.32%-39.8pp | 31.72%-23.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,492 | $5,956-75.0% | $7,713-80.7% | $3,740-60.1% |
| Admin fee / account holder | $639 | $7,243-91.2% | $12,429-94.9% | $5,306-87.9% |