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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 | $99,525 | $77,472+28.5% | $100,415-0.9% | $80,959+22.9% |
| Participation rate | 70.0% | 76.9%-6.9pp | 81.5%-11.5pp | 67.7%+2.3pp |
| Annual return | 8.46% | 37.26%-28.8pp | 49.47%-41.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $1,215 | $2,800-56.6% | $3,943-69.2% | $2,757-55.9% |
| Participant deferral / active EE | $2,740 | $6,818-59.8% | $8,091-66.1% | $4,300-36.3% |
| Admin fee / account holder | $1,978 | $5,885-66.4% | $7,906-75.0% | $6,925-71.4% |