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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 | $62,209 | $60,349+3.1% | $74,184-16.1% | $62,881-1.1% |
| Participation rate | 95.7% | 72.7%+22.9pp | 76.6%+19.0pp | 69.3%+26.3pp |
| Annual return | 3.00% | 21.38%-18.4pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $3,881 | $1,680+131.0% | $2,370+63.8% | $2,281+70.2% |
| Participant deferral / active EE | $1,116 | $2,856-60.9% | $3,550-68.5% | $3,203-65.1% |
| Admin fee / account holder | $5,660 | $4,261+32.8% | $5,586+1.3% | $4,296+31.8% |