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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 | $172,928 | $146,267+18.2% | $197,124-12.3% | $82,448+109.7% |
| Participation rate | 74.2% | 84.0%-9.8pp | 86.7%-12.5pp | 68.1%+6.1pp |
| Annual return | 12.13% | 29.61%-17.5pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,594 | $4,723-66.2% | $6,227-74.4% | $2,551-37.5% |
| Participant deferral / active EE | $2,827 | $7,035-59.8% | $9,135-69.1% | $4,139-31.7% |
| Admin fee / account holder | $1,767 | $14,422-87.7% | $16,298-89.2% | $7,234-75.6% |