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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 | $125,581 | $138,312-9.2% | $122,979+2.1% | $155,188-19.1% |
| Participation rate | 94.1% | 80.2%+13.9pp | 77.2%+16.9pp | 80.8%+13.3pp |
| Annual return | 5.82% | 22.06%-16.2pp | 20.12%-14.3pp | 148.84%-143.0pp |
| Employer contribution / active EE | $1,765 | $3,530-50.0% | $3,062-42.4% | $4,248-58.5% |
| Participant deferral / active EE | $1,495 | $5,592-73.3% | $5,003-70.1% | $6,531-77.1% |
| Admin fee / account holder | $9,980 | $15,089-33.9% | $12,864-22.4% | $14,480-31.1% |