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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 | $66,206 | $124,425-46.8% | $112,040-40.9% | $137,256-51.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.86% | 24.72%-15.9pp | 24.52%-15.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,189 | $3,411-6.5% | $2,954+7.9% | $4,156-23.3% |
| Participant deferral / active EE | $697 | $5,718-87.8% | $5,098-86.3% | $6,407-89.1% |
| Admin fee / account holder | $3,407 | $15,207-77.6% | $12,098-71.8% | $12,270-72.2% |