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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 | $54,590 | $81,476-33.0% | $102,383-46.7% | $80,925-32.5% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.7%+14.5pp |
| Annual return | 7.22% | 25.59%-18.4pp | 24.94%-17.7pp | 35.65%-28.4pp |
| Employer contribution / active EE | $8,232 | $3,105+165.2% | $3,870+112.7% | $2,756+198.7% |
| Participant deferral / active EE | $753 | $3,871-80.5% | $5,060-85.1% | $4,299-82.5% |
| Admin fee / account holder | $4,050 | $6,717-39.7% | $8,391-51.7% | $6,940-41.6% |