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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 | $67,093 | $210,343-68.1% | $153,476-56.3% | $145,978-54.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 7.03% | 13.38%-6.3pp | 15.66%-8.6pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,801 | $6,047-70.2% | $5,038-64.3% | $4,662-61.4% |
| Participant deferral / active EE | $1,905 | $7,977-76.1% | $6,759-71.8% | $6,690-71.5% |
| Admin fee / account holder | $13,845 | $19,424-28.7% | $12,729+8.8% | $13,400+3.3% |