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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 | $87,722 | $101,795-13.8% | $165,100-46.9% | $80,959+8.4% |
| Participation rate | 94.0% | 71.8%+22.2pp | 78.6%+15.4pp | 67.7%+26.3pp |
| Annual return | 9.77% | 16.73%-7.0pp | 70.21%-60.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $3,654 | $2,954+23.7% | $4,348-16.0% | $2,757+32.5% |
| Participant deferral / active EE | $1,430 | $4,476-68.1% | $6,035-76.3% | $4,300-66.7% |
| Admin fee / account holder | $29,328 | $8,221+256.7% | $12,696+131.0% | $6,925+323.5% |