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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 | $117,904-36.8% | $102,457-27.3% | $145,978-48.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 7.24% | 31.80%-24.6pp | 29.41%-22.2pp | 550.52%-543.3pp |
| Employer contribution / active EE | $1,463 | $3,613-59.5% | $3,022-51.6% | $4,662-68.6% |
| Participant deferral / active EE | $1,709 | $5,733-70.2% | $5,054-66.2% | $6,690-74.5% |
| Admin fee / account holder | $6,356 | $13,329-52.3% | $9,451-32.7% | $13,400-52.6% |