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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 | $37,906 | $109,359-65.3% | $162,185-76.6% | $72,976-48.1% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 13.93% | 25.46%-11.5pp | 115.61%-101.7pp | 81.02%-67.1pp |
| Employer contribution / active EE | $1,255 | $3,907-67.9% | $5,613-77.6% | $2,440-48.5% |
| Participant deferral / active EE | $1,933 | $5,481-64.7% | $7,297-73.5% | $3,608-46.4% |
| Admin fee / account holder | $1,066 | $7,972-86.6% | $10,844-90.2% | $5,124-79.2% |