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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 | $61,608 | $146,267-57.9% | $197,124-68.7% | $82,448-25.3% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 8.81% | 29.61%-20.8pp | 44.34%-35.5pp | 41.64%-32.8pp |
| Employer contribution / active EE | $4,743 | $4,723+0.4% | $6,227-23.8% | $2,551+85.9% |
| Participant deferral / active EE | $2,539 | $7,035-63.9% | $9,135-72.2% | $4,139-38.7% |
| Admin fee / account holder | $33,508 | $14,422+132.3% | $16,298+105.6% | $7,234+363.2% |