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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 | $58,714 | $146,267-59.9% | $197,124-70.2% | $82,448-28.8% |
| Participation rate | 96.3% | 84.0%+12.3pp | 86.7%+9.6pp | 68.1%+28.2pp |
| Annual return | 10.43% | 29.61%-19.2pp | 44.34%-33.9pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,171 | $4,723-54.0% | $6,227-65.1% | $2,551-14.9% |
| Participant deferral / active EE | $3,100 | $7,035-55.9% | $9,135-66.1% | $4,139-25.1% |
| Admin fee / account holder | $550 | $14,422-96.2% | $16,298-96.6% | $7,234-92.4% |