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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 | $36,933 | $81,487-54.7% | $102,412-63.9% | $80,935-54.4% |
| Participation rate | 95.5% | 66.8%+28.6pp | 74.5%+21.0pp | 67.7%+27.8pp |
| Annual return | 10.05% | 25.60%-15.5pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,273 | $3,103-26.8% | $3,870-41.3% | $2,757-17.6% |
| Participant deferral / active EE | $1,230 | $3,871-68.2% | $5,060-75.7% | $4,299-71.4% |
| Admin fee / account holder | $3,525 | $6,717-47.5% | $8,388-58.0% | $6,924-49.1% |