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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 | $52,689 | $86,938-39.4% | $102,423-48.6% | $80,925-34.9% |
| Participation rate | 93.2% | 72.4%+20.8pp | 76.5%+16.7pp | 67.7%+25.5pp |
| Annual return | 8.54% | 18.89%-10.3pp | 29.42%-20.9pp | 35.65%-27.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $677 | $4,120-83.6% | $5,054-86.6% | $4,299-84.2% |
| Admin fee / account holder | $1,971 | $8,053-75.5% | $9,455-79.1% | $6,940-71.6% |