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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 | $66,905 | $138,393-51.7% | $184,256-63.7% | $80,959-17.4% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+1.0pp | 67.7%+20.1pp |
| Annual return | 8.14% | 20.01%-11.9pp | 28.85%-20.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $3,285 | $4,847-32.2% | $6,427-48.9% | $2,757+19.1% |
| Participant deferral / active EE | $2,797 | $7,076-60.5% | $9,133-69.4% | $4,300-35.0% |
| Admin fee / account holder | $10,985 | $10,489+4.7% | $13,899-21.0% | $6,925+58.6% |