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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 | $85,596 | $123,793-30.9% | $177,848-51.9% | $79,856+7.2% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 10.24% | 22.82%-12.6pp | 48.33%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,181 | $4,095-46.7% | $5,919-63.1% | $2,471-11.7% |
| Participant deferral / active EE | $2,400 | $5,956-59.7% | $7,714-68.9% | $3,741-35.8% |
| Admin fee / account holder | $4,856 | $7,243-33.0% | $12,431-60.9% | $5,306-8.5% |