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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 | $82,852 | $108,825-23.9% | $156,181-47.0% | $82,448+0.5% |
| Participation rate | 94.9% | 72.4%+22.5pp | 78.8%+16.0pp | 68.1%+26.8pp |
| Annual return | 11.91% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,140 | $2,870-25.4% | $4,294-50.2% | $2,551-16.1% |
| Participant deferral / active EE | $1,660 | $4,577-63.7% | $6,132-72.9% | $4,139-59.9% |
| Admin fee / account holder | $12,633 | $9,341+35.3% | $14,586-13.4% | $7,234+74.6% |