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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 | $28,731 | $64,359-55.4% | $90,161-68.1% | $70,126-59.0% |
| Participation rate | 76.5% | 70.4%+6.1pp | 76.9%-0.3pp | 69.5%+7.0pp |
| Annual return | 11.58% | 28.13%-16.6pp | 34.89%-23.3pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,972 | $2,046-3.6% | $3,318-40.6% | $2,343-15.8% |
| Participant deferral / active EE | $1,693 | $4,389-61.4% | $5,287-68.0% | $3,332-49.2% |
| Admin fee / account holder | $1,639 | $3,945-58.5% | $5,943-72.4% | $4,645-64.7% |