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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 | $56,909 | $72,486-21.5% | $87,103-34.7% | $72,976-22.0% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 15.54% | 24.46%-8.9pp | 28.19%-12.6pp | 81.02%-65.5pp |
| Employer contribution / active EE | $1,522 | $1,894-19.6% | $2,521-39.6% | $2,440-37.6% |
| Participant deferral / active EE | $1,382 | $3,270-57.7% | $4,049-65.9% | $3,608-61.7% |
| Admin fee / account holder | $7,810 | $5,055+54.5% | $7,491+4.3% | $5,124+52.4% |