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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 | $51,211 | $73,787-30.6% | $98,716-48.1% | $82,448-37.9% |
| Participation rate | 72.1% | 61.4%+10.7pp | 69.3%+2.8pp | 68.1%+4.0pp |
| Annual return | 7.90% | 18.57%-10.7pp | 31.81%-23.9pp | 41.64%-33.7pp |
| Employer contribution / active EE | $2,043 | $1,511+35.2% | $2,279-10.3% | $2,551-19.9% |
| Participant deferral / active EE | $1,198 | $3,081-61.1% | $4,048-70.4% | $4,139-71.1% |
| Admin fee / account holder | $7,709 | $6,500+18.6% | $8,703-11.4% | $7,234+6.6% |