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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 | $81,487-34.1% | $102,412-47.5% | $80,935-33.6% |
| Participation rate | 72.5% | 66.8%+5.7pp | 74.5%-2.0pp | 67.7%+4.9pp |
| Annual return | 7.71% | 25.60%-17.9pp | 24.94%-17.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $4,192 | $3,103+35.1% | $3,870+8.3% | $2,757+52.1% |
| Participant deferral / active EE | $934 | $3,871-75.9% | $5,060-81.5% | $4,299-78.3% |
| Admin fee / account holder | $2,940 | $6,717-56.2% | $8,388-64.9% | $6,924-57.5% |