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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 | $55,426 | $138,385-59.9% | $184,243-69.9% | $80,925-31.5% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.7%+28.9pp |
| Annual return | 5.58% | 20.02%-14.4pp | 28.82%-23.2pp | 35.65%-30.1pp |
| Employer contribution / active EE | $1,926 | $4,851-60.3% | $6,427-70.0% | $2,756-30.1% |
| Participant deferral / active EE | $1,804 | $7,075-74.5% | $9,132-80.2% | $4,299-58.0% |
| Admin fee / account holder | $1,560 | $10,489-85.1% | $13,914-88.8% | $6,940-77.5% |