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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 | $62,951 | $80,992-22.3% | $96,534-34.8% | $75,173-16.3% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 7.60% | 27.05%-19.4pp | 25.88%-18.3pp | 160.72%-153.1pp |
| Employer contribution / active EE | $3,900 | $2,283+70.9% | $2,965+31.5% | $2,671+46.0% |
| Participant deferral / active EE | $1,215 | $3,929-69.1% | $4,851-74.9% | $4,126-70.5% |
| Admin fee / account holder | $11,061 | $6,717+64.7% | $8,253+34.0% | $5,651+95.8% |