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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 | $29,671 | $106,524-72.1% | $152,301-80.5% | $87,485-66.1% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.4%-4.9pp | 68.9%+8.6pp |
| Annual return | 12.01% | 26.89%-14.9pp | 80.50%-68.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $842 | $3,371-75.0% | $4,624-81.8% | $2,596-67.6% |
| Participant deferral / active EE | $1,789 | $6,525-72.6% | $8,004-77.7% | $4,274-58.1% |
| Admin fee / account holder | $2,466 | $8,287-70.2% | $14,398-82.9% | $7,775-68.3% |