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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 | $41,700 | $138,385-69.9% | $184,200-77.4% | $80,874-48.4% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 8.12% | 20.02%-11.9pp | 28.80%-20.7pp | 35.62%-27.5pp |
| Employer contribution / active EE | $1,744 | $4,849-64.0% | $6,424-72.9% | $2,756-36.7% |
| Participant deferral / active EE | $2,140 | $7,073-69.7% | $9,132-76.6% | $4,297-50.2% |
| Admin fee / account holder | $845 | $10,483-91.9% | $13,907-93.9% | $6,935-87.8% |