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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 | $67,315 | $145,431-53.7% | $211,142-68.1% | $87,485-23.1% |
| Participation rate | 73.1% | 84.7%-11.7pp | 87.3%-14.2pp | 68.9%+4.1pp |
| Annual return | 6.65% | 27.21%-20.6pp | 46.84%-40.2pp | 26.06%-19.4pp |
| Employer contribution / active EE | $2,345 | $4,662-49.7% | $6,442-63.6% | $2,596-9.7% |
| Participant deferral / active EE | $2,414 | $6,859-64.8% | $9,284-74.0% | $4,274-43.5% |
| Admin fee / account holder | $8,695 | $17,052-49.0% | $19,076-54.4% | $7,775+11.8% |