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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 | $88,443 | $182,442-51.5% | $163,379-45.9% | $138,895-36.3% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.8%+5.0pp | 79.9%+1.9pp |
| Annual return | 3.58% | 72.74%-69.2pp | 63.41%-59.8pp | 145.39%-141.8pp |
| Employer contribution / active EE | $1,844 | $4,159-55.7% | $3,752-50.9% | $4,194-56.0% |
| Participant deferral / active EE | $779 | $6,817-88.6% | $6,282-87.6% | $6,396-87.8% |
| Admin fee / account holder | $4,161 | $10,396-60.0% | $9,818-57.6% | $12,562-66.9% |