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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 | $57,051 | $58,493-2.5% | $84,023-32.1% | $72,976-21.8% |
| Participation rate | 77.1% | 61.2%+15.9pp | 69.0%+8.1pp | 69.5%+7.7pp |
| Annual return | 16.16% | 28.93%-12.8pp | 71.32%-55.2pp | 81.02%-64.9pp |
| Employer contribution / active EE | $431 | $1,163-62.9% | $1,984-78.3% | $2,440-82.3% |
| Participant deferral / active EE | $872 | $2,394-63.6% | $3,239-73.1% | $3,608-75.8% |
| Admin fee / account holder | $1,138 | $4,569-75.1% | $6,102-81.4% | $5,124-77.8% |