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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 | $31,598 | $76,551-58.7% | $123,894-74.5% | $62,881-49.7% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $917 | $2,882-68.2% | $4,617-80.1% | $2,281-59.8% |
| Participant deferral / active EE | $1,457 | $4,840-69.9% | $5,984-75.7% | $3,203-54.5% |
| Admin fee / account holder | $2,080 | $4,826-56.9% | $8,357-75.1% | $4,296-51.6% |