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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 | $62,699 | $146,267-57.1% | $197,124-68.2% | $82,448-24.0% |
| Participation rate | 90.3% | 84.0%+6.3pp | 86.7%+3.6pp | 68.1%+22.3pp |
| Annual return | 12.90% | 29.61%-16.7pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,788 | $4,723-62.1% | $6,227-71.3% | $2,551-29.9% |
| Participant deferral / active EE | $2,810 | $7,035-60.1% | $9,135-69.2% | $4,139-32.1% |
| Admin fee / account holder | $2,233 | $14,422-84.5% | $16,298-86.3% | $7,234-69.1% |