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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 | $50,734 | $77,472-34.5% | $100,392-49.5% | $80,935-37.3% |
| Participation rate | 76.5% | 76.9%-0.5pp | 81.5%-5.0pp | 67.7%+8.8pp |
| Annual return | 12.22% | 37.26%-25.0pp | 49.45%-37.2pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,326 | $2,800-52.6% | $3,941-66.4% | $2,757-51.9% |
| Participant deferral / active EE | $2,578 | $6,818-62.2% | $8,090-68.1% | $4,299-40.0% |
| Admin fee / account holder | $938 | $5,885-84.1% | $7,904-88.1% | $6,924-86.5% |