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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 | $83,234 | $123,793-32.8% | $177,827-53.2% | $79,858+4.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.92% | 22.82%-12.9pp | 48.32%-38.4pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,781 | $4,095-56.5% | $5,918-69.9% | $2,471-27.9% |
| Participant deferral / active EE | $2,588 | $5,956-56.6% | $7,713-66.5% | $3,740-30.8% |
| Admin fee / account holder | $542 | $7,243-92.5% | $12,429-95.6% | $5,306-89.8% |