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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 | $39,679 | $63,355-37.4% | $91,994-56.9% | $72,983-45.6% |
| Participation rate | 80.0% | 72.5%+7.5pp | 78.6%+1.4pp | 69.5%+10.5pp |
| Annual return | 8.79% | 35.35%-26.6pp | 69.03%-60.2pp | 81.01%-72.2pp |
| Employer contribution / active EE | $851 | $2,116-59.8% | $3,452-75.3% | $2,440-65.1% |
| Participant deferral / active EE | $1,164 | $4,883-76.2% | $5,923-80.4% | $3,608-67.7% |
| Admin fee / account holder | $434 | $4,668-90.7% | $7,743-94.4% | $5,124-91.5% |