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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 | $104,098-54.0% | $140,514-65.9% | $94,015-49.1% |
| Participation rate | 76.5% | 73.7%+2.8pp | 77.8%-1.3pp | 70.8%+5.6pp |
| Annual return | 8.16% | 15.14%-7.0pp | 14.36%-6.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $1,463 | $2,388-38.7% | $3,378-56.7% | $2,790-47.6% |
| Participant deferral / active EE | $1,463 | $4,033-63.7% | $4,919-70.3% | $4,249-65.6% |
| Admin fee / account holder | $328 | $10,439-96.9% | $13,697-97.6% | $8,951-96.3% |