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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 | $76,376 | $97,550-21.7% | $120,344-36.5% | $87,485-12.7% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.7%+7.9pp | 68.9%+15.7pp |
| Annual return | 8.04% | 18.41%-10.4pp | 20.30%-12.3pp | 26.06%-18.0pp |
| Employer contribution / active EE | $1,208 | $2,291-47.3% | $3,020-60.0% | $2,596-53.5% |
| Participant deferral / active EE | $1,927 | $4,230-54.4% | $5,135-62.5% | $4,274-54.9% |
| Admin fee / account holder | $3,910 | $9,543-59.0% | $12,742-69.3% | $7,775-49.7% |