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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 | $87,132-34.2% | $105,624-45.7% | $80,959-29.2% |
| Participation rate | 93.5% | 70.4%+23.0pp | 75.3%+18.2pp | 67.7%+25.8pp |
| Annual return | 9.51% | 17.03%-7.5pp | 116.20%-106.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $6,074 | $2,397+153.4% | $3,168+91.8% | $2,757+120.3% |
| Participant deferral / active EE | $712 | $3,985-82.1% | $5,013-85.8% | $4,300-83.4% |
| Admin fee / account holder | $6,971 | $8,449-17.5% | $10,961-36.4% | $6,925+0.7% |