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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 | $89,428 | $138,386-35.4% | $184,260-51.5% | $80,935+10.5% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.2pp | 67.7%+29.4pp |
| Annual return | 7.96% | 20.02%-12.1pp | 28.84%-20.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $3,452 | $4,851-28.8% | $6,427-46.3% | $2,757+25.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $893 | $10,489-91.5% | $13,898-93.6% | $6,924-87.1% |