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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 | $145,431+18.9% | $211,142-18.1% | $87,485+97.7% |
| Participation rate | 74.2% | 84.7%-10.6pp | 87.3%-13.1pp | 68.9%+5.3pp |
| Annual return | 12.13% | 27.21%-15.1pp | 46.84%-34.7pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,594 | $4,662-65.8% | $6,442-75.2% | $2,596-38.6% |
| Participant deferral / active EE | $2,827 | $6,859-58.8% | $9,284-69.6% | $4,274-33.9% |
| Admin fee / account holder | $1,767 | $17,052-89.6% | $19,076-90.7% | $7,775-77.3% |