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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 | $86,938-40.7% | $102,423-49.6% | $80,925-36.2% |
| Participation rate | 70.5% | 72.4%-1.9pp | 76.5%-6.0pp | 67.7%+2.8pp |
| Annual return | 10.37% | 18.89%-8.5pp | 29.42%-19.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,414 | $2,369-40.3% | $3,023-53.2% | $2,756-48.7% |
| Participant deferral / active EE | $1,296 | $4,120-68.5% | $5,054-74.4% | $4,299-69.8% |
| Admin fee / account holder | $17,119 | $8,053+112.6% | $9,455+81.1% | $6,940+146.7% |