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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 | $71,353-30.6% | $92,805-46.6% | $86,983-43.1% |
| Participation rate | 74.3% | 80.9%-6.6pp | 83.5%-9.2pp | 69.5%+4.7pp |
| Annual return | 13.42% | 44.68%-31.3pp | 31.59%-18.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,439 | $2,468-41.7% | $3,424-58.0% | $2,584-44.3% |
| Participant deferral / active EE | $1,791 | $6,966-74.3% | $8,448-78.8% | $4,194-57.3% |
| Admin fee / account holder | $11,632 | $6,099+90.7% | $10,911+6.6% | $7,856+48.1% |