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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 | $123,478-50.4% | $216,567-71.7% | $94,015-34.8% |
| Participation rate | 98.7% | 75.1%+23.6pp | 81.6%+17.1pp | 70.8%+27.9pp |
| Annual return | 7.75% | 23.61%-15.9pp | 12.94%-5.2pp | 17.84%-10.1pp |
| Employer contribution / active EE | $3,138 | $3,136+0.1% | $5,216-39.8% | $2,790+12.5% |
| Participant deferral / active EE | $1,862 | $4,556-59.1% | $6,191-69.9% | $4,249-56.2% |
| Admin fee / account holder | $1,901 | $12,753-85.1% | $21,981-91.4% | $8,951-78.8% |