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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 | $44,956 | $138,393-67.5% | $184,256-75.6% | $80,959-44.5% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.0pp | 67.7%+27.2pp |
| Annual return | 2.63% | 20.01%-17.4pp | 28.85%-26.2pp | 35.67%-33.0pp |
| Employer contribution / active EE | $1,897 | $4,847-60.9% | $6,427-70.5% | $2,757-31.2% |
| Participant deferral / active EE | $2,234 | $7,076-68.4% | $9,133-75.5% | $4,300-48.0% |
| Admin fee / account holder | $1,219 | $10,489-88.4% | $13,899-91.2% | $6,925-82.4% |