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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 | $82,507 | $138,385-40.4% | $184,200-55.2% | $80,874+2.0% |
| Participation rate | 93.9% | 83.9%+10.0pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 10.18% | 20.02%-9.8pp | 28.80%-18.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $4,173 | $4,849-14.0% | $6,424-35.0% | $2,756+51.4% |
| Participant deferral / active EE | $1,938 | $7,073-72.6% | $9,132-78.8% | $4,297-54.9% |
| Admin fee / account holder | $2,992 | $10,483-71.5% | $13,907-78.5% | $6,935-56.9% |