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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 | $66,372 | $86,938-23.7% | $102,423-35.2% | $80,925-18.0% |
| Participation rate | 79.1% | 72.4%+6.7pp | 76.5%+2.6pp | 67.7%+11.4pp |
| Annual return | 9.15% | 18.89%-9.7pp | 29.42%-20.3pp | 35.65%-26.5pp |
| Employer contribution / active EE | $4,741 | $2,369+100.1% | $3,023+56.8% | $2,756+72.0% |
| Participant deferral / active EE | $1,696 | $4,120-58.8% | $5,054-66.4% | $4,299-60.5% |
| Admin fee / account holder | $4,075 | $8,053-49.4% | $9,455-56.9% | $6,940-41.3% |