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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 | $145,431-55.0% | $211,142-69.0% | $87,485-25.2% |
| Participation rate | 87.9% | 84.7%+3.1pp | 87.3%+0.6pp | 68.9%+18.9pp |
| Annual return | 9.03% | 27.21%-18.2pp | 46.84%-37.8pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,734 | $4,662-62.8% | $6,442-73.1% | $2,596-33.2% |
| Participant deferral / active EE | $1,667 | $6,859-75.7% | $9,284-82.0% | $4,274-61.0% |
| Admin fee / account holder | $2,541 | $17,052-85.1% | $19,076-86.7% | $7,775-67.3% |