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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 | $72,573 | $117,895-38.4% | $102,460-29.2% | $145,897-50.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 6.45% | 31.92%-25.5pp | 29.47%-23.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,687 | $3,619-53.4% | $3,025-44.2% | $4,663-63.8% |
| Participant deferral / active EE | $1,622 | $5,736-71.7% | $5,056-67.9% | $6,689-75.7% |
| Admin fee / account holder | $11,924 | $13,353-10.7% | $9,460+26.0% | $13,390-10.9% |