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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 | $74,920 | $109,359-31.5% | $162,185-53.8% | $72,976+2.7% |
| Participation rate | 93.1% | 84.3%+8.8pp | 87.6%+5.6pp | 69.5%+23.6pp |
| Annual return | 16.99% | 25.46%-8.5pp | 115.61%-98.6pp | 81.02%-64.0pp |
| Employer contribution / active EE | $2,121 | $3,907-45.7% | $5,613-62.2% | $2,440-13.1% |
| Participant deferral / active EE | $2,461 | $5,481-55.1% | $7,297-66.3% | $3,608-31.8% |
| Admin fee / account holder | $1,772 | $7,972-77.8% | $10,844-83.7% | $5,124-65.4% |