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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 | $72,646 | $93,598-22.4% | $135,974-46.6% | $75,173-3.4% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 9.88% | 30.89%-21.0pp | 68.30%-58.4pp | 160.72%-150.8pp |
| Employer contribution / active EE | $3,345 | $3,538-5.4% | $4,859-31.1% | $2,671+25.3% |
| Participant deferral / active EE | $1,839 | $6,405-71.3% | $7,760-76.3% | $4,126-55.4% |
| Admin fee / account holder | $9,313 | $6,978+33.5% | $10,767-13.5% | $5,651+64.8% |