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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 | $83,471 | $101,798-18.0% | $165,071-49.4% | $80,935+3.1% |
| Participation rate | 74.1% | 71.8%+2.2pp | 78.6%-4.5pp | 67.7%+6.4pp |
| Annual return | 10.01% | 16.73%-6.7pp | 70.17%-60.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,568 | $2,954-46.9% | $4,347-63.9% | $2,757-43.1% |
| Participant deferral / active EE | $1,607 | $4,476-64.1% | $6,035-73.4% | $4,299-62.6% |
| Admin fee / account holder | $13,788 | $8,221+67.7% | $12,695+8.6% | $6,924+99.1% |