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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 | $61,534 | $88,672-30.6% | $105,223-41.5% | $82,448-25.4% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 7.05% | 30.86%-23.8pp | 180.65%-173.6pp | 41.64%-34.6pp |
| Employer contribution / active EE | $1,702 | $3,048-44.1% | $3,689-53.8% | $2,551-33.3% |
| Participant deferral / active EE | $698 | $4,036-82.7% | $5,072-86.2% | $4,139-83.1% |
| Admin fee / account holder | $1,008 | $7,146-85.9% | $8,859-88.6% | $7,234-86.1% |