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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 | $96,731-32.4% | $123,973-47.2% | $86,983-24.8% |
| Participation rate | 77.8% | 70.0%+7.8pp | 76.7%+1.1pp | 69.5%+8.2pp |
| Annual return | 3.72% | 17.33%-13.6pp | 388.13%-384.4pp | 25.83%-22.1pp |
| Employer contribution / active EE | $5,258 | $3,297+59.5% | $4,126+27.4% | $2,584+103.4% |
| Participant deferral / active EE | $1,360 | $4,152-67.2% | $5,247-74.1% | $4,194-67.6% |
| Admin fee / account holder | $8,614 | $8,722-1.2% | $11,799-27.0% | $7,856+9.6% |