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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 | $65,458 | $146,267-55.2% | $197,124-66.8% | $82,448-20.6% |
| Participation rate | 87.9% | 84.0%+3.9pp | 86.7%+1.2pp | 68.1%+19.8pp |
| Annual return | 9.03% | 29.61%-20.6pp | 44.34%-35.3pp | 41.64%-32.6pp |
| Employer contribution / active EE | $1,734 | $4,723-63.3% | $6,227-72.2% | $2,551-32.0% |
| Participant deferral / active EE | $1,667 | $7,035-76.3% | $9,135-81.8% | $4,139-59.7% |
| Admin fee / account holder | $2,541 | $14,422-82.4% | $16,298-84.4% | $7,234-64.9% |