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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 | $58,714 | $149,446-60.7% | $256,809-77.1% | $94,015-37.5% |
| Participation rate | 96.3% | 85.3%+11.0pp | 88.5%+7.8pp | 70.8%+25.5pp |
| Annual return | 10.43% | 17.55%-7.1pp | 32.73%-22.3pp | 17.84%-7.4pp |
| Employer contribution / active EE | $2,171 | $4,596-52.8% | $7,263-70.1% | $2,790-22.2% |
| Participant deferral / active EE | $3,100 | $6,491-52.2% | $9,520-67.4% | $4,249-27.0% |
| Admin fee / account holder | $550 | $24,035-97.7% | $25,146-97.8% | $8,951-93.9% |