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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 | $74,527 | $117,829-36.8% | $102,423-27.2% | $145,877-48.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 7.24% | 31.83%-24.6pp | 29.42%-22.2pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,463 | $3,615-59.5% | $3,023-51.6% | $4,663-68.6% |
| Participant deferral / active EE | $1,709 | $5,732-70.2% | $5,054-66.2% | $6,691-74.5% |
| Admin fee / account holder | $6,356 | $13,335-52.3% | $9,455-32.8% | $13,402-52.6% |