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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 | $50,518 | $138,385-63.5% | $184,200-72.6% | $80,874-37.5% |
| Participation rate | 76.0% | 83.9%-7.8pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 10.93% | 20.02%-9.1pp | 28.80%-17.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $5,833 | $4,849+20.3% | $6,424-9.2% | $2,756+111.7% |
| Participant deferral / active EE | $2,553 | $7,073-63.9% | $9,132-72.0% | $4,297-40.6% |
| Admin fee / account holder | $13,106 | $10,483+25.0% | $13,907-5.8% | $6,935+89.0% |