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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 | $131,922 | $183,516-28.1% | $155,534-15.2% | $145,884-9.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 7.86% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,450 | $5,315-72.7% | $4,675-69.0% | $4,662-68.9% |
| Participant deferral / active EE | $644 | $6,467-90.0% | $5,630-88.6% | $6,690-90.4% |
| Admin fee / account holder | $1,042 | $19,293-94.6% | $15,900-93.4% | $13,392-92.2% |