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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 | $74,692 | $138,393-46.0% | $184,256-59.5% | $80,959-7.7% |
| Participation rate | 94.7% | 83.9%+10.8pp | 86.8%+7.9pp | 67.7%+27.1pp |
| Annual return | 10.42% | 20.01%-9.6pp | 28.85%-18.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,654 | $4,847-65.9% | $6,427-74.3% | $2,757-40.0% |
| Participant deferral / active EE | $2,039 | $7,076-71.2% | $9,133-77.7% | $4,300-52.6% |
| Admin fee / account holder | $4,385 | $10,489-58.2% | $13,899-68.4% | $6,925-36.7% |