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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 | $85,820 | $108,825-21.1% | $156,181-45.1% | $82,448+4.1% |
| Participation rate | 84.6% | 72.4%+12.2pp | 78.8%+5.8pp | 68.1%+16.5pp |
| Annual return | 11.09% | 20.59%-9.5pp | 64.87%-53.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $3,257 | $2,870+13.5% | $4,294-24.1% | $2,551+27.7% |
| Participant deferral / active EE | $1,347 | $4,577-70.6% | $6,132-78.0% | $4,139-67.5% |
| Admin fee / account holder | $3,202 | $9,341-65.7% | $14,586-78.0% | $7,234-55.7% |