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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 | $65,409 | $105,284-37.9% | $150,734-56.6% | $94,015-30.4% |
| Participation rate | 77.8% | 71.7%+6.0pp | 78.4%-0.7pp | 70.8%+7.0pp |
| Annual return | 3.72% | 15.67%-12.0pp | 600.81%-597.1pp | 17.84%-14.1pp |
| Employer contribution / active EE | $5,258 | $3,599+46.1% | $4,918+6.9% | $2,790+88.4% |
| Participant deferral / active EE | $1,360 | $4,274-68.2% | $5,610-75.8% | $4,249-68.0% |
| Admin fee / account holder | $8,614 | $9,839-12.5% | $14,905-42.2% | $8,951-3.8% |