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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 | $55,471 | $143,969-61.5% | $199,883-72.2% | $82,637-32.9% |
| Participation rate | 86.7% | 84.1%+2.5pp | 86.8%-0.1pp | 68.1%+18.6pp |
| Annual return | 10.77% | 25.67%-14.9pp | 43.81%-33.0pp | 53.51%-42.7pp |
| Employer contribution / active EE | $2,077 | $4,632-55.2% | $6,261-66.8% | $2,552-18.6% |
| Participant deferral / active EE | $1,397 | $6,937-79.9% | $9,138-84.7% | $4,126-66.1% |
| Admin fee / account holder | $8,394 | $14,597-42.5% | $17,268-51.4% | $7,339+14.4% |