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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 | $49,711 | $109,359-54.5% | $162,185-69.3% | $72,976-31.9% |
| Participation rate | 84.6% | 84.3%+0.4pp | 87.6%-2.9pp | 69.5%+15.1pp |
| Annual return | 16.78% | 25.46%-8.7pp | 115.61%-98.8pp | 81.02%-64.2pp |
| Employer contribution / active EE | $1,975 | $3,907-49.4% | $5,613-64.8% | $2,440-19.0% |
| Participant deferral / active EE | $1,877 | $5,481-65.8% | $7,297-74.3% | $3,608-48.0% |
| Admin fee / account holder | $834 | $7,972-89.5% | $10,844-92.3% | $5,124-83.7% |