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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 | $43,959 | $86,919-49.4% | $102,457-57.1% | $80,911-45.7% |
| Participation rate | 75.3% | 72.4%+2.9pp | 76.5%-1.2pp | 67.6%+7.7pp |
| Annual return | 6.26% | 18.90%-12.6pp | 29.41%-23.1pp | 35.63%-29.4pp |
| Employer contribution / active EE | $1,851 | $2,368-21.9% | $3,022-38.8% | $2,756-32.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,978 | $8,049-13.3% | $9,451-26.2% | $6,935+0.6% |