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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 | $66,646 | $78,670-15.3% | $109,173-39.0% | $85,847-22.4% |
| Participation rate | 88.0% | 68.3%+19.7pp | 75.9%+12.1pp | 69.3%+18.7pp |
| Annual return | 0.88% | 25.09%-24.2pp | 25.75%-24.9pp | 318.61%-317.7pp |
| Employer contribution / active EE | $2,386 | $2,734-12.7% | $3,723-35.9% | $2,565-7.0% |
| Participant deferral / active EE | $813 | $3,467-76.5% | $4,654-82.5% | $3,952-79.4% |
| Admin fee / account holder | $3,353 | $5,469-38.7% | $6,755-50.4% | $6,261-46.4% |