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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 | $97,550-23.9% | $120,344-38.3% | $87,485-15.1% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.7%+12.2pp | 68.9%+20.0pp |
| Annual return | 6.43% | 18.41%-12.0pp | 20.30%-13.9pp | 26.06%-19.6pp |
| Employer contribution / active EE | $4,320 | $2,291+88.6% | $3,020+43.1% | $2,596+66.4% |
| Participant deferral / active EE | $1,196 | $4,230-71.7% | $5,135-76.7% | $4,274-72.0% |
| Admin fee / account holder | $1,431 | $9,543-85.0% | $12,742-88.8% | $7,775-81.6% |