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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 | $47,870 | $95,453-49.8% | $112,040-57.3% | $82,448-41.9% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.5%0pp | 68.1%+8.4pp |
| Annual return | 8.16% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $1,463 | $2,318-36.9% | $2,954-50.5% | $2,551-42.6% |
| Participant deferral / active EE | $1,463 | $4,224-65.4% | $5,098-71.3% | $4,139-64.7% |
| Admin fee / account holder | $328 | $9,013-96.4% | $12,098-97.3% | $7,234-95.5% |