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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 | $64,788 | $136,860-52.7% | $120,344-46.2% | $154,746-58.1% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 7.33% | 21.38%-14.0pp | 20.30%-13.0pp | 172.34%-165.0pp |
| Employer contribution / active EE | $859 | $3,533-75.7% | $3,020-71.5% | $4,379-80.4% |
| Participant deferral / active EE | $1,787 | $5,793-69.2% | $5,135-65.2% | $6,730-73.5% |
| Admin fee / account holder | $1,638 | $15,393-89.4% | $12,742-87.1% | $14,365-88.6% |