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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 | $27,400 | $79,955-65.7% | $98,461-72.2% | $75,173-63.6% |
| Participation rate | 85.2% | 70.4%+14.8pp | 75.2%+10.0pp | 67.2%+18.0pp |
| Annual return | 4.56% | 19.75%-15.2pp | 21.17%-16.6pp | 160.72%-156.2pp |
| Employer contribution / active EE | $1,200 | $2,264-47.0% | $3,049-60.6% | $2,671-55.1% |
| Participant deferral / active EE | $846 | $3,752-77.5% | $4,738-82.1% | $4,126-79.5% |
| Admin fee / account holder | $1,443 | $6,841-78.9% | $8,961-83.9% | $5,651-74.5% |