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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 | $75,596 | $138,386-45.4% | $184,260-59.0% | $80,935-6.6% |
| Participation rate | 96.0% | 83.9%+12.1pp | 86.8%+9.2pp | 67.7%+28.3pp |
| Annual return | 4.55% | 20.02%-15.5pp | 28.84%-24.3pp | 35.66%-31.1pp |
| Employer contribution / active EE | $3,668 | $4,851-24.4% | $6,427-42.9% | $2,757+33.1% |
| Participant deferral / active EE | $2,431 | $7,076-65.6% | $9,133-73.4% | $4,299-43.4% |
| Admin fee / account holder | $4,057 | $10,489-61.3% | $13,898-70.8% | $6,924-41.4% |