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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 | $66,807 | $146,267-54.3% | $197,124-66.1% | $82,448-19.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 86.7%+3.3pp | 68.1%+21.9pp |
| Annual return | 4.39% | 29.61%-25.2pp | 44.34%-40.0pp | 41.64%-37.3pp |
| Employer contribution / active EE | $3,212 | $4,723-32.0% | $6,227-48.4% | $2,551+25.9% |
| Participant deferral / active EE | $2,142 | $7,035-69.6% | $9,135-76.6% | $4,139-48.3% |
| Admin fee / account holder | $10,553 | $14,422-26.8% | $16,298-35.2% | $7,234+45.9% |