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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 | $83,052 | $138,393-40.0% | $184,256-54.9% | $80,959+2.6% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.7%+29.7pp |
| Annual return | 9.30% | 20.01%-10.7pp | 28.85%-19.5pp | 35.67%-26.4pp |
| Employer contribution / active EE | $4,380 | $4,847-9.6% | $6,427-31.8% | $2,757+58.9% |
| Participant deferral / active EE | $2,000 | $7,076-71.7% | $9,133-78.1% | $4,300-53.5% |
| Admin fee / account holder | $16,339 | $10,489+55.8% | $13,899+17.6% | $6,925+135.9% |