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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 | $95,453-20.0% | $112,040-31.8% | $82,448-7.4% |
| Participation rate | 84.6% | 72.8%+11.9pp | 76.5%+8.1pp | 68.1%+16.5pp |
| Annual return | 8.04% | 23.92%-15.9pp | 24.52%-16.5pp | 41.64%-33.6pp |
| Employer contribution / active EE | $1,208 | $2,318-47.9% | $2,954-59.1% | $2,551-52.7% |
| Participant deferral / active EE | $1,927 | $4,224-54.4% | $5,098-62.2% | $4,139-53.4% |
| Admin fee / account holder | $3,910 | $9,013-56.6% | $12,098-67.7% | $7,234-46.0% |