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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 | $68,716 | $138,385-50.3% | $184,243-62.7% | $80,925-15.1% |
| Participation rate | 86.0% | 83.9%+2.2pp | 86.8%-0.8pp | 67.7%+18.4pp |
| Annual return | 8.86% | 20.02%-11.2pp | 28.82%-20.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,860 | $4,851-61.6% | $6,427-71.1% | $2,756-32.5% |
| Participant deferral / active EE | $2,085 | $7,075-70.5% | $9,132-77.2% | $4,299-51.5% |
| Admin fee / account holder | $6,490 | $10,489-38.1% | $13,914-53.4% | $6,940-6.5% |