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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 | $55,922 | $87,834-36.3% | $133,975-58.3% | $62,881-11.1% |
| Participation rate | 89.3% | 83.4%+5.9pp | 87.1%+2.2pp | 69.3%+20.0pp |
| Annual return | 5.61% | 12.05%-6.4pp | 29.29%-23.7pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,067 | $3,482-11.9% | $5,211-41.1% | $2,281+34.5% |
| Participant deferral / active EE | $2,055 | $4,812-57.3% | $6,282-67.3% | $3,203-35.8% |
| Admin fee / account holder | $10,833 | $5,372+101.6% | $9,324+16.2% | $4,296+152.2% |