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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 | $60,307 | $52,306+15.3% | $69,779-13.6% | $62,881-4.1% |
| Participation rate | 90.7% | 67.2%+23.5pp | 71.8%+18.9pp | 69.3%+21.4pp |
| Annual return | 2.58% | 13.35%-10.8pp | 12.99%-10.4pp | 20.14%-17.6pp |
| Employer contribution / active EE | $2,650 | $1,799+47.3% | $2,338+13.3% | $2,281+16.2% |
| Participant deferral / active EE | $605 | $2,395-74.7% | $2,931-79.3% | $3,203-81.1% |
| Admin fee / account holder | $2,525 | $3,691-31.6% | $4,381-42.4% | $4,296-41.2% |