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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 | $67,579 | $77,472-12.8% | $100,415-32.7% | $80,959-16.5% |
| Participation rate | 97.0% | 76.9%+20.0pp | 81.5%+15.5pp | 67.7%+29.3pp |
| Annual return | 11.99% | 37.26%-25.3pp | 49.47%-37.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,466 | $2,800-47.6% | $3,943-62.8% | $2,757-46.8% |
| Participant deferral / active EE | $1,466 | $6,818-78.5% | $8,091-81.9% | $4,300-65.9% |
| Admin fee / account holder | $665 | $5,885-88.7% | $7,906-91.6% | $6,925-90.4% |