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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 | $70,277 | $95,404-26.3% | $113,397-38.0% | $82,637-15.0% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.5%+2.8pp | 68.1%+11.3pp |
| Annual return | 8.12% | 19.08%-11.0pp | 23.20%-15.1pp | 53.51%-45.4pp |
| Employer contribution / active EE | $2,069 | $2,307-10.3% | $2,977-30.5% | $2,552-18.9% |
| Participant deferral / active EE | $970 | $4,220-77.0% | $5,076-80.9% | $4,126-76.5% |
| Admin fee / account holder | $3,328 | $9,168-63.7% | $11,957-72.2% | $7,339-54.6% |