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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 | $37,846 | $86,940-56.5% | $102,434-63.1% | $80,935-53.2% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.7%+31.0pp |
| Annual return | 8.29% | 18.89%-10.6pp | 29.46%-21.2pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,197 | $2,370-49.5% | $3,023-60.4% | $2,757-56.6% |
| Participant deferral / active EE | $954 | $4,121-76.9% | $5,055-81.1% | $4,299-77.8% |
| Admin fee / account holder | $1,282 | $8,047-84.1% | $9,462-86.5% | $6,924-81.5% |