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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 | $170,430 | $183,592-7.2% | $155,574+9.5% | $145,877+16.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 5.87% | 61.37%-55.5pp | 64.87%-59.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $3,880 | $5,317-27.0% | $4,676-17.0% | $4,663-16.8% |
| Participant deferral / active EE | $1,700 | $6,466-73.7% | $5,629-69.8% | $6,691-74.6% |
| Admin fee / account holder | $7,435 | $19,316-61.5% | $15,914-53.3% | $13,402-44.5% |