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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 | $31,766 | $64,920-51.1% | $103,693-69.4% | $86,983-63.5% |
| Participation rate | 94.4% | 63.6%+30.9pp | 72.6%+21.8pp | 69.5%+24.9pp |
| Annual return | 6.88% | 30.29%-23.4pp | 47.61%-40.7pp | 25.83%-18.9pp |
| Employer contribution / active EE | $1,769 | $2,141-17.4% | $2,920-39.4% | $2,584-31.5% |
| Participant deferral / active EE | $720 | $3,241-77.8% | $4,579-84.3% | $4,194-82.8% |
| Admin fee / account holder | $6,433 | $6,191+3.9% | $7,858-18.1% | $7,856-18.1% |