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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 | $65,409 | $124,425-47.4% | $112,040-41.6% | $137,256-52.3% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 7.09% | 24.72%-17.6pp | 24.52%-17.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,423 | $3,411-29.0% | $2,954-18.0% | $4,156-41.7% |
| Participant deferral / active EE | $899 | $5,718-84.3% | $5,098-82.4% | $6,407-86.0% |
| Admin fee / account holder | $4,687 | $15,207-69.2% | $12,098-61.3% | $12,270-61.8% |