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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 | $52,803 | $123,793-57.3% | $177,848-70.3% | $79,856-33.9% |
| Participation rate | 94.5% | 84.7%+9.9pp | 87.7%+6.8pp | 69.6%+24.9pp |
| Annual return | 9.60% | 22.82%-13.2pp | 48.33%-38.7pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,402 | $4,095-65.8% | $5,919-76.3% | $2,471-43.3% |
| Participant deferral / active EE | $2,451 | $5,956-58.8% | $7,714-68.2% | $3,741-34.5% |
| Admin fee / account holder | $2,804 | $7,243-61.3% | $12,431-77.4% | $5,306-47.2% |