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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 | $68,321 | $153,769-55.6% | $133,975-49.0% | $273,972-75.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | -0.83% | 36.51%-37.3pp | 29.29%-30.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $2,879 | $6,029-52.2% | $5,211-44.7% | $4,869-40.9% |
| Participant deferral / active EE | $2,075 | $6,958-70.2% | $6,282-67.0% | $5,287-60.8% |
| Admin fee / account holder | $3,034 | $11,765-74.2% | $9,324-67.5% | $10,133-70.1% |