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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 | $57,925 | $86,938-33.4% | $102,423-43.4% | $80,925-28.4% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.7%+30.3pp |
| Annual return | 10.33% | 18.89%-8.6pp | 29.42%-19.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $2,910 | $2,369+22.8% | $3,023-3.8% | $2,756+5.6% |
| Participant deferral / active EE | $1,757 | $4,120-57.4% | $5,054-65.2% | $4,299-59.1% |
| Admin fee / account holder | $1,889 | $8,053-76.5% | $9,455-80.0% | $6,940-72.8% |