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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 | $95,309 | $58,099+64.0% | $76,872+24.0% | $75,173+26.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 69.6%+26.8pp | 67.2%+29.2pp |
| Annual return | 12.71% | 26.71%-14.0pp | 37.90%-25.2pp | 160.72%-148.0pp |
| Employer contribution / active EE | $1,289 | $1,996-35.4% | $2,533-49.1% | $2,671-51.7% |
| Participant deferral / active EE | $174 | $2,999-94.2% | $3,832-95.5% | $4,126-95.8% |
| Admin fee / account holder | $4,343 | $4,778-9.1% | $5,476-20.7% | $5,651-23.1% |