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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 | $138,386-69.9% | $184,260-77.4% | $80,935-48.5% |
| Participation rate | 88.2% | 83.9%+4.3pp | 86.8%+1.4pp | 67.7%+20.6pp |
| Annual return | 8.12% | 20.02%-11.9pp | 28.84%-20.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,744 | $4,851-64.1% | $6,427-72.9% | $2,757-36.7% |
| Participant deferral / active EE | $2,140 | $7,076-69.8% | $9,133-76.6% | $4,299-50.2% |
| Admin fee / account holder | $845 | $10,489-91.9% | $13,898-93.9% | $6,924-87.8% |