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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 | $78,520-6.9% | $96,576-24.3% | $82,448-11.3% |
| Participation rate | 93.9% | 77.7%+16.2pp | 81.4%+12.5pp | 68.1%+25.9pp |
| Annual return | 11.24% | 41.30%-30.1pp | 38.47%-27.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $568 | $2,630-78.4% | $3,553-84.0% | $2,551-77.7% |
| Participant deferral / active EE | $1,854 | $6,754-72.5% | $7,956-76.7% | $4,139-55.2% |
| Admin fee / account holder | $2,922 | $13,455-78.3% | $11,381-74.3% | $7,234-59.6% |