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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 | $62,967 | $123,793-49.1% | $177,848-64.6% | $79,856-21.1% |
| Participation rate | 92.5% | 84.7%+7.8pp | 87.7%+4.8pp | 69.6%+22.9pp |
| Annual return | 3.36% | 22.82%-19.5pp | 48.33%-45.0pp | 31.71%-28.3pp |
| Employer contribution / active EE | $5,093 | $4,095+24.4% | $5,919-14.0% | $2,471+106.1% |
| Participant deferral / active EE | $2,509 | $5,956-57.9% | $7,714-67.5% | $3,741-32.9% |
| Admin fee / account holder | $4,307 | $7,243-40.5% | $12,431-65.4% | $5,306-18.8% |