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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 | $67,880 | $123,793-45.2% | $177,827-61.8% | $79,858-15.0% |
| Participation rate | 81.1% | 84.7%-3.5pp | 87.7%-6.6pp | 69.6%+11.5pp |
| Annual return | 8.00% | 22.82%-14.8pp | 48.32%-40.3pp | 31.72%-23.7pp |
| Employer contribution / active EE | $1,427 | $4,095-65.1% | $5,918-75.9% | $2,471-42.2% |
| Participant deferral / active EE | $2,068 | $5,956-65.3% | $7,713-73.2% | $3,740-44.7% |
| Admin fee / account holder | $2,468 | $7,243-65.9% | $12,429-80.1% | $5,306-53.5% |