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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 | $34,176 | $54,541-37.3% | $78,778-56.6% | $70,126-51.3% |
| Participation rate | 92.9% | 60.8%+32.1pp | 69.2%+23.7pp | 69.5%+23.3pp |
| Annual return | 8.24% | 21.07%-12.8pp | 35.62%-27.4pp | 73.15%-64.9pp |
| Employer contribution / active EE | $1,363 | $1,089+25.2% | $1,986-31.4% | $2,343-41.8% |
| Participant deferral / active EE | $465 | $2,210-79.0% | $2,958-84.3% | $3,332-86.0% |
| Admin fee / account holder | $2,083 | $3,709-43.8% | $5,134-59.4% | $4,645-55.2% |