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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 | $51,597 | $86,949-40.7% | $102,460-49.6% | $80,959-36.3% |
| Participation rate | 70.5% | 72.4%-1.9pp | 76.5%-6.1pp | 67.7%+2.8pp |
| Annual return | 10.37% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,414 | $2,370-40.3% | $3,025-53.3% | $2,757-48.7% |
| Participant deferral / active EE | $1,296 | $4,121-68.5% | $5,056-74.4% | $4,300-69.9% |
| Admin fee / account holder | $17,119 | $8,048+112.7% | $9,460+81.0% | $6,925+147.2% |