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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 | $51,335 | $162,136-68.3% | $152,301-66.3% | $154,746-66.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 6.95% | 91.02%-84.1pp | 80.50%-73.5pp | 172.34%-165.4pp |
| Employer contribution / active EE | $1,315 | $4,890-73.1% | $4,624-71.6% | $4,379-70.0% |
| Participant deferral / active EE | $797 | $8,341-90.4% | $8,004-90.0% | $6,730-88.2% |
| Admin fee / account holder | $9,721 | $15,759-38.3% | $14,398-32.5% | $14,365-32.3% |