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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 | $58,717 | $146,267-59.9% | $197,124-70.2% | $82,448-28.8% |
| Participation rate | 96.9% | 84.0%+12.9pp | 86.7%+10.2pp | 68.1%+28.9pp |
| Annual return | 12.13% | 29.61%-17.5pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,728 | $4,723-63.4% | $6,227-72.2% | $2,551-32.3% |
| Participant deferral / active EE | $2,138 | $7,035-69.6% | $9,135-76.6% | $4,139-48.3% |
| Admin fee / account holder | $1,574 | $14,422-89.1% | $16,298-90.3% | $7,234-78.2% |