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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 | $71,221 | $81,504-12.6% | $102,437-30.5% | $80,959-12.0% |
| Participation rate | 84.0% | 66.9%+17.1pp | 74.5%+9.5pp | 67.7%+16.3pp |
| Annual return | 10.06% | 25.60%-15.5pp | 24.95%-14.9pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,859 | $3,104-40.1% | $3,871-52.0% | $2,757-32.6% |
| Participant deferral / active EE | $790 | $3,871-79.6% | $5,060-84.4% | $4,300-81.6% |
| Admin fee / account holder | $4,662 | $6,719-30.6% | $8,388-44.4% | $6,925-32.7% |