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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 | $57,338 | $87,037-34.1% | $106,201-46.0% | $80,874-29.1% |
| Participation rate | 93.5% | 70.4%+23.0pp | 75.3%+18.2pp | 67.6%+25.8pp |
| Annual return | 9.51% | 17.05%-7.5pp | 116.26%-106.7pp | 35.62%-26.1pp |
| Employer contribution / active EE | $6,074 | $2,396+153.5% | $3,170+91.6% | $2,756+120.4% |
| Participant deferral / active EE | $712 | $3,986-82.1% | $5,012-85.8% | $4,297-83.4% |
| Admin fee / account holder | $6,971 | $8,434-17.3% | $11,039-36.8% | $6,935+0.5% |