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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 | $95,453-26.4% | $112,040-37.3% | $82,448-14.8% |
| Participation rate | 79.3% | 72.8%+6.6pp | 76.5%+2.8pp | 68.1%+11.2pp |
| Annual return | 8.12% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $2,069 | $2,318-10.7% | $2,954-30.0% | $2,551-18.9% |
| Participant deferral / active EE | $970 | $4,224-77.0% | $5,098-81.0% | $4,139-76.6% |
| Admin fee / account holder | $3,328 | $9,013-63.1% | $12,098-72.5% | $7,234-54.0% |