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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 | $48,696 | $87,834-44.6% | $133,975-63.7% | $62,881-22.6% |
| Participation rate | 96.4% | 83.4%+13.1pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | 4.93% | 12.05%-7.1pp | 29.29%-24.4pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,481 | $3,482-57.5% | $5,211-71.6% | $2,281-35.1% |
| Participant deferral / active EE | $1,112 | $4,812-76.9% | $6,282-82.3% | $3,203-65.3% |
| Admin fee / account holder | $712 | $5,372-86.8% | $9,324-92.4% | $4,296-83.4% |