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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 | $65,458 | $149,446-56.2% | $256,809-74.5% | $94,015-30.4% |
| Participation rate | 87.9% | 85.3%+2.6pp | 88.5%-0.7pp | 70.8%+17.1pp |
| Annual return | 9.03% | 17.55%-8.5pp | 32.73%-23.7pp | 17.84%-8.8pp |
| Employer contribution / active EE | $1,734 | $4,596-62.3% | $7,263-76.1% | $2,790-37.8% |
| Participant deferral / active EE | $1,667 | $6,491-74.3% | $9,520-82.5% | $4,249-60.8% |
| Admin fee / account holder | $2,541 | $24,035-89.4% | $25,146-89.9% | $8,951-71.6% |