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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 | $56,692 | $88,996-36.3% | $78,004-27.3% | $138,895-59.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 1.67% | 28.03%-26.4pp | 31.07%-29.4pp | 145.39%-143.7pp |
| Employer contribution / active EE | $732 | $2,917-74.9% | $2,469-70.4% | $4,194-82.5% |
| Participant deferral / active EE | $841 | $4,724-82.2% | $4,092-79.5% | $6,396-86.9% |
| Admin fee / account holder | $3,040 | $8,807-65.5% | $7,578-59.9% | $12,562-75.8% |