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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 | $85,898 | $138,393-37.9% | $184,256-53.4% | $80,959+6.1% |
| Participation rate | 81.1% | 83.9%-2.8pp | 86.8%-5.7pp | 67.7%+13.4pp |
| Annual return | 9.51% | 20.01%-10.5pp | 28.85%-19.3pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,907 | $4,847-40.0% | $6,427-54.8% | $2,757+5.4% |
| Participant deferral / active EE | $2,207 | $7,076-68.8% | $9,133-75.8% | $4,300-48.7% |
| Admin fee / account holder | $1,252 | $10,489-88.1% | $13,899-91.0% | $6,925-81.9% |