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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 | $64,832 | $117,895-45.0% | $102,460-36.7% | $145,897-55.6% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.5pp |
| Annual return | 8.13% | 31.92%-23.8pp | 29.47%-21.3pp | 552.29%-544.2pp |
| Employer contribution / active EE | $3,142 | $3,619-13.2% | $3,025+3.9% | $4,663-32.6% |
| Participant deferral / active EE | $1,605 | $5,736-72.0% | $5,056-68.3% | $6,689-76.0% |
| Admin fee / account holder | $8,769 | $13,353-34.3% | $9,460-7.3% | $13,390-34.5% |