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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 | $37,639 | $95,453-60.6% | $112,040-66.4% | $82,448-54.3% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.5%+16.7pp | 68.1%+25.1pp |
| Annual return | 9.94% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,228 | $2,318-47.0% | $2,954-58.4% | $2,551-51.9% |
| Participant deferral / active EE | $1,484 | $4,224-64.9% | $5,098-70.9% | $4,139-64.1% |
| Admin fee / account holder | $2,698 | $9,013-70.1% | $12,098-77.7% | $7,234-62.7% |