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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 | $59,597 | $86,940-31.5% | $102,434-41.8% | $80,935-26.4% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.7%+19.0pp |
| Annual return | 9.34% | 18.89%-9.6pp | 29.46%-20.1pp | 35.66%-26.3pp |
| Employer contribution / active EE | $2,445 | $2,370+3.2% | $3,023-19.1% | $2,757-11.3% |
| Participant deferral / active EE | $1,155 | $4,121-72.0% | $5,055-77.2% | $4,299-73.1% |
| Admin fee / account holder | $1,877 | $8,047-76.7% | $9,462-80.2% | $6,924-72.9% |