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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 | $58,047 | $60,349-3.8% | $74,184-21.8% | $62,881-7.7% |
| Participation rate | 92.1% | 72.7%+19.4pp | 76.6%+15.5pp | 69.3%+22.8pp |
| Annual return | 3.96% | 21.38%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $3,436 | $1,680+104.5% | $2,370+45.0% | $2,281+50.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,664 | $4,261-14.0% | $5,586-34.4% | $4,296-14.7% |