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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 | $32,775 | $87,834-62.7% | $133,975-75.5% | $62,881-47.9% |
| Participation rate | 85.2% | 83.4%+1.8pp | 87.1%-1.9pp | 69.3%+15.9pp |
| Annual return | 5.01% | 12.05%-7.0pp | 29.29%-24.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,286 | $3,482-63.1% | $5,211-75.3% | $2,281-43.6% |
| Participant deferral / active EE | $1,648 | $4,812-65.7% | $6,282-73.8% | $3,203-48.5% |
| Admin fee / account holder | $3,067 | $5,372-42.9% | $9,324-67.1% | $4,296-28.6% |