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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 | $64,150 | $72,486-11.5% | $87,103-26.4% | $72,976-12.1% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.5pp | 69.5%+8.9pp |
| Annual return | 4.56% | 24.46%-19.9pp | 28.19%-23.6pp | 81.02%-76.5pp |
| Employer contribution / active EE | $4,206 | $1,894+122.1% | $2,521+66.8% | $2,440+72.4% |
| Participant deferral / active EE | $625 | $3,270-80.9% | $4,049-84.6% | $3,608-82.7% |
| Admin fee / account holder | $1,497 | $5,055-70.4% | $7,491-80.0% | $5,124-70.8% |