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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 | $114,712-46.6% | $173,730-64.7% | $87,485-30.0% |
| Participation rate | 98.7% | 73.0%+25.7pp | 79.6%+19.2pp | 68.9%+29.8pp |
| Annual return | 7.75% | 20.18%-12.4pp | 19.96%-12.2pp | 26.06%-18.3pp |
| Employer contribution / active EE | $3,138 | $2,904+8.1% | $4,577-31.4% | $2,596+20.9% |
| Participant deferral / active EE | $1,862 | $4,642-59.9% | $6,326-70.6% | $4,274-56.4% |
| Admin fee / account holder | $1,901 | $10,210-81.4% | $17,523-89.2% | $7,775-75.6% |