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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 | $72,732 | $148,629-51.1% | $135,982-46.5% | $139,487-47.9% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 9.96% | 79.33%-69.4pp | 68.32%-58.4pp | 373.84%-363.9pp |
| Employer contribution / active EE | $2,012 | $5,247-61.7% | $4,859-58.6% | $4,755-57.7% |
| Participant deferral / active EE | $2,419 | $8,102-70.1% | $7,760-68.8% | $6,713-64.0% |
| Admin fee / account holder | $8,594 | $12,406-30.7% | $10,767-20.2% | $11,407-24.7% |