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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 | $97,017 | $85,766+13.1% | $136,298-28.8% | $70,126+38.3% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 12.84% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,152 | $2,966-61.2% | $4,696-75.5% | $2,343-50.8% |
| Participant deferral / active EE | $2,086 | $5,051-58.7% | $6,247-66.6% | $3,332-37.4% |
| Admin fee / account holder | $2,705 | $5,421-50.1% | $9,244-70.7% | $4,645-41.8% |