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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 | $143,969-53.2% | $199,883-66.3% | $82,637-18.5% |
| Participation rate | 73.1% | 84.1%-11.1pp | 86.8%-13.7pp | 68.1%+5.0pp |
| Annual return | 6.65% | 25.67%-19.0pp | 43.81%-37.2pp | 53.51%-46.9pp |
| Employer contribution / active EE | $2,345 | $4,632-49.4% | $6,261-62.5% | $2,552-8.1% |
| Participant deferral / active EE | $2,414 | $6,937-65.2% | $9,138-73.6% | $4,126-41.5% |
| Admin fee / account holder | $8,695 | $14,597-40.4% | $17,268-49.6% | $7,339+18.5% |