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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 | $39,149 | $86,922-55.0% | $102,438-61.8% | $80,874-51.6% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 8.69% | 18.90%-10.2pp | 29.37%-20.7pp | 35.62%-26.9pp |
| Employer contribution / active EE | $2,022 | $2,369-14.7% | $3,024-33.1% | $2,756-26.6% |
| Participant deferral / active EE | $1,266 | $4,119-69.3% | $5,054-74.9% | $4,297-70.5% |
| Admin fee / account holder | $10,179 | $8,050+26.5% | $9,448+7.7% | $6,935+46.8% |