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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 | $49,530 | $78,197-36.7% | $98,090-49.5% | $82,637-40.1% |
| Participation rate | 74.3% | 77.5%-3.2pp | 81.5%-7.3pp | 68.1%+6.2pp |
| Annual return | 13.42% | 40.25%-26.8pp | 37.05%-23.6pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,439 | $2,605-44.8% | $3,606-60.1% | $2,552-43.6% |
| Participant deferral / active EE | $1,791 | $6,636-73.0% | $7,845-77.2% | $4,126-56.6% |
| Admin fee / account holder | $11,632 | $14,832-21.6% | $11,815-1.5% | $7,339+58.5% |