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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 | $47,894 | $78,520-39.0% | $96,576-50.4% | $82,448-41.9% |
| Participation rate | 79.6% | 77.7%+1.9pp | 81.4%-1.8pp | 68.1%+11.6pp |
| Annual return | 11.89% | 41.30%-29.4pp | 38.47%-26.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,509 | $2,630-4.6% | $3,553-29.4% | $2,551-1.7% |
| Participant deferral / active EE | $2,635 | $6,754-61.0% | $7,956-66.9% | $4,139-36.3% |
| Admin fee / account holder | $1,038 | $13,455-92.3% | $11,381-90.9% | $7,234-85.7% |