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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 | $40,446 | $95,453-57.6% | $112,040-63.9% | $82,448-50.9% |
| Participation rate | 82.2% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.1pp |
| Annual return | 11.75% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,033 | $2,318-55.4% | $2,954-65.0% | $2,551-59.5% |
| Participant deferral / active EE | $1,783 | $4,224-57.8% | $5,098-65.0% | $4,139-56.9% |
| Admin fee / account holder | $1,594 | $9,013-82.3% | $12,098-86.8% | $7,234-78.0% |