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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 | $85,786 | $95,404-10.1% | $113,397-24.3% | $82,637+3.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.5%+19.9pp | 68.1%+28.4pp |
| Annual return | 6.02% | 19.08%-13.1pp | 23.20%-17.2pp | 53.51%-47.5pp |
| Employer contribution / active EE | $1,862 | $2,307-19.3% | $2,977-37.4% | $2,552-27.0% |
| Participant deferral / active EE | $1,798 | $4,220-57.4% | $5,076-64.6% | $4,126-56.4% |
| Admin fee / account holder | $584 | $9,168-93.6% | $11,957-95.1% | $7,339-92.0% |