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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 | $87,055 | $78,197+11.3% | $98,090-11.2% | $82,637+5.3% |
| Participation rate | 81.1% | 77.5%+3.6pp | 81.5%-0.5pp | 68.1%+13.0pp |
| Annual return | 11.63% | 40.25%-28.6pp | 37.05%-25.4pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,724 | $2,605-33.8% | $3,606-52.2% | $2,552-32.5% |
| Participant deferral / active EE | $2,153 | $6,636-67.5% | $7,845-72.6% | $4,126-47.8% |
| Admin fee / account holder | $14,953 | $14,832+0.8% | $11,815+26.6% | $7,339+103.8% |