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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 | $73,091 | $78,197-6.5% | $98,090-25.5% | $82,637-11.6% |
| Participation rate | 93.9% | 77.5%+16.5pp | 81.5%+12.4pp | 68.1%+25.9pp |
| Annual return | 11.24% | 40.25%-29.0pp | 37.05%-25.8pp | 53.51%-42.3pp |
| Employer contribution / active EE | $568 | $2,605-78.2% | $3,606-84.2% | $2,552-77.7% |
| Participant deferral / active EE | $1,854 | $6,636-72.1% | $7,845-76.4% | $4,126-55.1% |
| Admin fee / account holder | $2,922 | $14,832-80.3% | $11,815-75.3% | $7,339-60.2% |