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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 | $143,969+20.1% | $199,883-13.5% | $82,637+109.3% |
| Participation rate | 74.2% | 84.1%-9.9pp | 86.8%-12.6pp | 68.1%+6.1pp |
| Annual return | 12.13% | 25.67%-13.5pp | 43.81%-31.7pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,594 | $4,632-65.6% | $6,261-74.5% | $2,552-37.5% |
| Participant deferral / active EE | $2,827 | $6,937-59.3% | $9,138-69.1% | $4,126-31.5% |
| Admin fee / account holder | $1,767 | $14,597-87.9% | $17,268-89.8% | $7,339-75.9% |