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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 | $56,761 | $77,472-26.7% | $100,415-43.5% | $80,959-29.9% |
| Participation rate | 78.1% | 76.9%+1.1pp | 81.5%-3.4pp | 67.7%+10.4pp |
| Annual return | 12.09% | 37.26%-25.2pp | 49.47%-37.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,016 | $2,800-63.7% | $3,943-74.2% | $2,757-63.1% |
| Participant deferral / active EE | $2,441 | $6,818-64.2% | $8,091-69.8% | $4,300-43.2% |
| Admin fee / account holder | $3,538 | $5,885-39.9% | $7,906-55.3% | $6,925-48.9% |