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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 | $61,279 | $108,825-43.7% | $156,181-60.8% | $82,448-25.7% |
| Participation rate | 98.7% | 72.4%+26.4pp | 78.8%+19.9pp | 68.1%+30.7pp |
| Annual return | 7.75% | 20.59%-12.8pp | 64.87%-57.1pp | 41.64%-33.9pp |
| Employer contribution / active EE | $3,138 | $2,870+9.4% | $4,294-26.9% | $2,551+23.0% |
| Participant deferral / active EE | $1,862 | $4,577-59.3% | $6,132-69.6% | $4,139-55.0% |
| Admin fee / account holder | $1,901 | $9,341-79.7% | $14,586-87.0% | $7,234-73.7% |