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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 | $53,741 | $81,446-34.0% | $103,374-48.0% | $80,874-33.5% |
| Participation rate | 72.5% | 66.9%+5.7pp | 74.5%-2.0pp | 67.6%+4.9pp |
| Annual return | 7.71% | 25.57%-17.9pp | 24.89%-17.2pp | 35.62%-27.9pp |
| Employer contribution / active EE | $4,192 | $3,107+34.9% | $3,869+8.3% | $2,756+52.1% |
| Participant deferral / active EE | $934 | $3,870-75.9% | $5,058-81.5% | $4,297-78.3% |
| Admin fee / account holder | $2,940 | $6,715-56.2% | $8,394-65.0% | $6,935-57.6% |