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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 | $49,703 | $86,949-42.8% | $102,460-51.5% | $80,959-38.6% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.7%+22.3pp |
| Annual return | 9.67% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $2,090 | $2,370-11.8% | $3,025-30.9% | $2,757-24.2% |
| Participant deferral / active EE | $1,294 | $4,121-68.6% | $5,056-74.4% | $4,300-69.9% |
| Admin fee / account holder | $13,834 | $8,048+71.9% | $9,460+46.2% | $6,925+99.8% |