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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 | $37,639 | $95,404-60.5% | $113,397-66.8% | $82,637-54.5% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.5%+16.7pp | 68.1%+25.1pp |
| Annual return | 9.94% | 19.08%-9.1pp | 23.20%-13.3pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,228 | $2,307-46.8% | $2,977-58.8% | $2,552-51.9% |
| Participant deferral / active EE | $1,484 | $4,220-64.8% | $5,076-70.8% | $4,126-64.0% |
| Admin fee / account holder | $2,698 | $9,168-70.6% | $11,957-77.4% | $7,339-63.2% |