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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 | $51,519 | $86,949-40.7% | $102,460-49.7% | $80,959-36.4% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.7%+21.2pp |
| Annual return | 9.54% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $745 | $2,370-68.6% | $3,025-75.4% | $2,757-73.0% |
| Participant deferral / active EE | $1,199 | $4,121-70.9% | $5,056-76.3% | $4,300-72.1% |
| Admin fee / account holder | $729 | $8,048-90.9% | $9,460-92.3% | $6,925-89.5% |