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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 | $30,557 | $76,551-60.1% | $123,894-75.3% | $62,881-51.4% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 5.74% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,193 | $2,882-58.6% | $4,617-74.2% | $2,281-47.7% |
| Participant deferral / active EE | $1,538 | $4,840-68.2% | $5,984-74.3% | $3,203-52.0% |
| Admin fee / account holder | $877 | $4,826-81.8% | $8,357-89.5% | $4,296-79.6% |