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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 | $115,931-47.1% | $185,441-67.0% | $86,983-29.6% |
| Participation rate | 98.7% | 73.6%+25.1pp | 80.3%+18.5pp | 69.5%+29.2pp |
| Annual return | 7.75% | 21.47%-13.7pp | 20.16%-12.4pp | 25.83%-18.1pp |
| Employer contribution / active EE | $3,138 | $2,937+6.9% | $4,672-32.8% | $2,584+21.4% |
| Participant deferral / active EE | $1,862 | $4,551-59.1% | $6,152-69.7% | $4,194-55.6% |
| Admin fee / account holder | $1,901 | $10,687-82.2% | $17,890-89.4% | $7,856-75.8% |