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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 | $57,497 | $78,027-26.3% | $178,528-67.8% | $80,925-29.0% |
| Participation rate | 79.1% | 65.7%+13.4pp | 77.1%+2.0pp | 67.7%+11.4pp |
| Annual return | 9.61% | 18.09%-8.5pp | 27.11%-17.5pp | 35.65%-26.0pp |
| Employer contribution / active EE | $2,729 | $2,281+19.6% | $3,950-30.9% | $2,756-1.0% |
| Participant deferral / active EE | $616 | $4,408-86.0% | $6,278-90.2% | $4,299-85.7% |
| Admin fee / account holder | $21,988 | $7,168+206.8% | $10,419+111.0% | $6,940+216.8% |