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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 | $27,219 | $138,312-80.3% | $122,979-77.9% | $155,188-82.5% |
| Participation rate | 84.2% | 80.2%+4.0pp | 77.2%+7.0pp | 80.8%+3.4pp |
| Annual return | 6.09% | 22.06%-16.0pp | 20.12%-14.0pp | 148.84%-142.7pp |
| Employer contribution / active EE | $1,485 | $3,530-57.9% | $3,062-51.5% | $4,248-65.0% |
| Participant deferral / active EE | $1,506 | $5,592-73.1% | $5,003-69.9% | $6,531-76.9% |
| Admin fee / account holder | $2,933 | $15,089-80.6% | $12,864-77.2% | $14,480-79.7% |