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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 | $77,492+28.4% | $100,398-0.9% | $80,911+23.0% |
| Participation rate | 70.0% | 76.9%-6.9pp | 81.5%-11.5pp | 67.6%+2.4pp |
| Annual return | 8.46% | 37.23%-28.8pp | 49.32%-40.9pp | 35.63%-27.2pp |
| Employer contribution / active EE | $1,215 | $2,800-56.6% | $3,946-69.2% | $2,756-55.9% |
| Participant deferral / active EE | $2,740 | $6,817-59.8% | $8,084-66.1% | $4,297-36.2% |
| Admin fee / account holder | $1,978 | $5,892-66.4% | $7,893-74.9% | $6,935-71.5% |