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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 | $65,499 | $72,269-9.4% | $101,271-35.3% | $79,852-18.0% |
| Participation rate | 82.8% | 68.5%+14.3pp | 75.8%+7.0pp | 69.6%+13.1pp |
| Annual return | 10.26% | 22.29%-12.0pp | 46.48%-36.2pp | 31.72%-21.5pp |
| Employer contribution / active EE | $5,195 | $2,692+93.0% | $3,660+41.9% | $2,471+110.2% |
| Participant deferral / active EE | $420 | $3,282-87.2% | $4,371-90.4% | $3,740-88.8% |
| Admin fee / account holder | $4,877 | $4,401+10.8% | $5,948-18.0% | $5,306-8.1% |