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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 | $49,325 | $81,276-39.3% | $155,574-68.3% | $80,925-39.0% |
| Participation rate | 92.6% | 66.2%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 10.48% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $3,312 | $3,103+6.7% | $4,676-29.2% | $2,756+20.2% |
| Participant deferral / active EE | $449 | $3,453-87.0% | $5,629-92.0% | $4,299-89.6% |
| Admin fee / account holder | $9,471 | $7,993+18.5% | $15,914-40.5% | $6,940+36.5% |