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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 | $104,098-28.7% | $140,514-47.2% | $94,015-21.0% |
| Participation rate | 88.9% | 73.7%+15.2pp | 77.8%+11.1pp | 70.8%+18.1pp |
| Annual return | 6.43% | 15.14%-8.7pp | 14.36%-7.9pp | 17.84%-11.4pp |
| Employer contribution / active EE | $4,320 | $2,388+80.9% | $3,378+27.9% | $2,790+54.8% |
| Participant deferral / active EE | $1,196 | $4,033-70.4% | $4,919-75.7% | $4,249-71.9% |
| Admin fee / account holder | $1,431 | $10,439-86.3% | $13,697-89.6% | $8,951-84.0% |