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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 | $51,211 | $77,574-34.0% | $108,753-52.9% | $86,983-41.1% |
| Participation rate | 72.1% | 62.3%+9.8pp | 71.1%+1.0pp | 69.5%+2.6pp |
| Annual return | 7.90% | 18.42%-10.5pp | 37.47%-29.6pp | 25.83%-17.9pp |
| Employer contribution / active EE | $2,043 | $1,611+26.9% | $2,427-15.8% | $2,584-20.9% |
| Participant deferral / active EE | $1,198 | $3,128-61.7% | $4,115-70.9% | $4,194-71.4% |
| Admin fee / account holder | $7,709 | $6,529+18.1% | $10,320-25.3% | $7,856-1.9% |