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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 | $49,304 | $106,864-53.9% | $147,318-66.5% | $82,637-40.3% |
| Participation rate | 77.9% | 75.5%+2.4pp | 82.1%-4.1pp | 68.1%+9.9pp |
| Annual return | 11.94% | 27.49%-15.6pp | 70.43%-58.5pp | 53.51%-41.6pp |
| Employer contribution / active EE | $1,077 | $3,417-68.5% | $4,593-76.5% | $2,552-57.8% |
| Participant deferral / active EE | $1,782 | $6,496-72.6% | $7,906-77.5% | $4,126-56.8% |
| Admin fee / account holder | $1,811 | $8,415-78.5% | $13,708-86.8% | $7,339-75.3% |