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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 | $35,396 | $81,487-56.6% | $102,412-65.4% | $80,935-56.3% |
| Participation rate | 71.9% | 66.8%+5.0pp | 74.5%-2.6pp | 67.7%+4.2pp |
| Annual return | 8.12% | 25.60%-17.5pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $8,840 | $3,103+184.9% | $3,870+128.4% | $2,757+220.7% |
| Participant deferral / active EE | $707 | $3,871-81.7% | $5,060-86.0% | $4,299-83.6% |
| Admin fee / account holder | $2,196 | $6,717-67.3% | $8,388-73.8% | $6,924-68.3% |