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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 | $82,417 | $124,425-33.8% | $112,040-26.4% | $137,256-40.0% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 9.18% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $4,107 | $3,411+20.4% | $2,954+39.0% | $4,156-1.2% |
| Participant deferral / active EE | $1,790 | $5,718-68.7% | $5,098-64.9% | $6,407-72.1% |
| Admin fee / account holder | $2,605 | $15,207-82.9% | $12,098-78.5% | $12,270-78.8% |