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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 | $107,713 | $86,919+23.9% | $102,457+5.1% | $80,911+33.1% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.6%+29.6pp |
| Annual return | 7.36% | 18.90%-11.5pp | 29.41%-22.0pp | 35.63%-28.3pp |
| Employer contribution / active EE | $2,865 | $2,368+21.0% | $3,022-5.2% | $2,756+4.0% |
| Participant deferral / active EE | $1,138 | $4,119-72.4% | $5,054-77.5% | $4,297-73.5% |
| Admin fee / account holder | $1,993 | $8,049-75.2% | $9,451-78.9% | $6,935-71.3% |