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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 | $86,938+23.9% | $102,423+5.2% | $80,925+33.1% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.6pp |
| Annual return | 7.36% | 18.89%-11.5pp | 29.42%-22.1pp | 35.65%-28.3pp |
| Employer contribution / active EE | $2,865 | $2,369+20.9% | $3,023-5.2% | $2,756+3.9% |
| Participant deferral / active EE | $1,138 | $4,120-72.4% | $5,054-77.5% | $4,299-73.5% |
| Admin fee / account holder | $1,993 | $8,053-75.3% | $9,455-78.9% | $6,940-71.3% |