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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 | $117,829-38.4% | $102,423-29.1% | $145,877-50.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 6.45% | 31.83%-25.4pp | 29.42%-23.0pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,687 | $3,615-53.3% | $3,023-44.2% | $4,663-63.8% |
| Participant deferral / active EE | $1,622 | $5,732-71.7% | $5,054-67.9% | $6,691-75.8% |
| Admin fee / account holder | $11,924 | $13,335-10.6% | $9,455+26.1% | $13,402-11.0% |