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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 | $52,677 | $63,773-17.4% | $81,286-35.2% | $80,925-34.9% |
| Participation rate | 73.5% | 63.9%+9.6pp | 69.5%+4.0pp | 67.7%+5.9pp |
| Annual return | 7.30% | 16.37%-9.1pp | 24.80%-17.5pp | 35.65%-28.4pp |
| Employer contribution / active EE | $1,603 | $1,979-19.0% | $2,463-34.9% | $2,756-41.8% |
| Participant deferral / active EE | $456 | $3,093-85.3% | $3,883-88.3% | $4,299-89.4% |
| Admin fee / account holder | $13,165 | $5,682+131.7% | $5,764+128.4% | $6,940+89.7% |