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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 | $55,731 | $56,544-1.4% | $75,501-26.2% | $70,126-20.5% |
| Participation rate | 77.3% | 68.1%+9.2pp | 72.4%+4.9pp | 69.5%+7.7pp |
| Annual return | 11.86% | 23.59%-11.7pp | 27.35%-15.5pp | 73.15%-61.3pp |
| Employer contribution / active EE | $3,115 | $1,817+71.5% | $2,352+32.5% | $2,343+33.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,558 | $3,827-33.1% | $5,801-55.9% | $4,645-44.9% |