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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 | $54,280 | $70,532-23.0% | $68,948-21.3% | $137,256-60.5% |
| Participation rate | 91.7% | 81.0%+10.7pp | 79.2%+12.5pp | 80.0%+11.7pp |
| Annual return | 12.67% | 32.56%-19.9pp | 28.39%-15.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,599 | $4,355+28.6% | $4,165+34.4% | $4,156+34.7% |
| Participant deferral / active EE | $611 | $6,773-91.0% | $6,186-90.1% | $6,407-90.5% |
| Admin fee / account holder | $7,762 | $7,916-1.9% | $7,539+3.0% | $12,270-36.7% |