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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 | $61,295 | $124,425-50.7% | $112,040-45.3% | $137,256-55.3% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 8.16% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,342 | $3,411-60.7% | $2,954-54.6% | $4,156-67.7% |
| Participant deferral / active EE | $1,748 | $5,718-69.4% | $5,098-65.7% | $6,407-72.7% |
| Admin fee / account holder | $9,024 | $15,207-40.7% | $12,098-25.4% | $12,270-26.5% |