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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 | $48,983 | $48,078+1.9% | $78,676-37.7% | $62,881-22.1% |
| Participation rate | 77.4% | 65.2%+12.2pp | 73.6%+3.8pp | 69.3%+8.1pp |
| Annual return | 4.50% | 31.36%-26.9pp | 62.19%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,830 | $2,015+40.5% | $2,850-0.7% | $2,281+24.1% |
| Participant deferral / active EE | $678 | $2,587-73.8% | $3,517-80.7% | $3,203-78.8% |
| Admin fee / account holder | $1,315 | $3,206-59.0% | $4,510-70.8% | $4,296-69.4% |