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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 | $74,250 | $95,453-22.2% | $112,040-33.7% | $82,448-9.9% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 6.43% | 23.92%-17.5pp | 24.52%-18.1pp | 41.64%-35.2pp |
| Employer contribution / active EE | $4,320 | $2,318+86.4% | $2,954+46.3% | $2,551+69.4% |
| Participant deferral / active EE | $1,196 | $4,224-71.7% | $5,098-76.5% | $4,139-71.1% |
| Admin fee / account holder | $1,431 | $9,013-84.1% | $12,098-88.2% | $7,234-80.2% |