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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 | $97,550-50.9% | $120,344-60.2% | $87,485-45.3% |
| Participation rate | 76.5% | 72.8%+3.6pp | 76.7%-0.2pp | 68.9%+7.5pp |
| Annual return | 8.16% | 18.41%-10.2pp | 20.30%-12.1pp | 26.06%-17.9pp |
| Employer contribution / active EE | $1,463 | $2,291-36.1% | $3,020-51.6% | $2,596-43.6% |
| Participant deferral / active EE | $1,463 | $4,230-65.4% | $5,135-71.5% | $4,274-65.8% |
| Admin fee / account holder | $328 | $9,543-96.6% | $12,742-97.4% | $7,775-95.8% |