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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 | $40,016 | $94,436-57.6% | $115,599-65.4% | $82,637-51.6% |
| Participation rate | 86.3% | 70.4%+15.8pp | 74.3%+12.0pp | 68.1%+18.2pp |
| Annual return | 8.40% | 18.37%-10.0pp | 111.10%-102.7pp | 53.51%-45.1pp |
| Employer contribution / active EE | $1,471 | $2,324-36.7% | $2,955-50.2% | $2,552-42.4% |
| Participant deferral / active EE | $1,491 | $3,955-62.3% | $4,889-69.5% | $4,126-63.9% |
| Admin fee / account holder | $7,879 | $10,328-23.7% | $12,841-38.6% | $7,339+7.4% |