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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 | $77,358-38.1% | $102,184-53.1% | $87,485-45.3% |
| Participation rate | 79.6% | 78.7%+0.9pp | 82.6%-3.0pp | 68.9%+10.7pp |
| Annual return | 11.89% | 41.11%-29.2pp | 31.58%-19.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $2,509 | $2,562-2.1% | $3,594-30.2% | $2,596-3.4% |
| Participant deferral / active EE | $2,635 | $6,753-61.0% | $8,309-68.3% | $4,274-38.3% |
| Admin fee / account holder | $1,038 | $6,809-84.8% | $11,609-91.1% | $7,775-86.6% |