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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 | $73,121 | $93,598-21.9% | $135,974-46.2% | $75,173-2.7% |
| Participation rate | 88.6% | 75.2%+13.4pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 11.56% | 30.89%-19.3pp | 68.30%-56.7pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,242 | $3,538-64.9% | $4,859-74.4% | $2,671-53.5% |
| Participant deferral / active EE | $1,799 | $6,405-71.9% | $7,760-76.8% | $4,126-56.4% |
| Admin fee / account holder | $4,259 | $6,978-39.0% | $10,767-60.4% | $5,651-24.6% |