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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 | $50,699 | $67,602-25.0% | $82,312-38.4% | $70,126-27.7% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 6.24% | 21.57%-15.3pp | 25.88%-19.6pp | 73.15%-66.9pp |
| Employer contribution / active EE | $1,326 | $1,755-24.5% | $2,428-45.4% | $2,343-43.4% |
| Participant deferral / active EE | $1,230 | $2,987-58.8% | $3,706-66.8% | $3,332-63.1% |
| Admin fee / account holder | $6,624 | $4,512+46.8% | $5,608+18.1% | $4,645+42.6% |