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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 | $50,122 | $149,446-66.5% | $256,809-80.5% | $94,015-46.7% |
| Participation rate | 95.6% | 85.3%+10.3pp | 88.5%+7.0pp | 70.8%+24.7pp |
| Annual return | 10.36% | 17.55%-7.2pp | 32.73%-22.4pp | 17.84%-7.5pp |
| Employer contribution / active EE | $1,348 | $4,596-70.7% | $7,263-81.4% | $2,790-51.7% |
| Participant deferral / active EE | $3,023 | $6,491-53.4% | $9,520-68.2% | $4,249-28.9% |
| Admin fee / account holder | $883 | $24,035-96.3% | $25,146-96.5% | $8,951-90.1% |