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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 | $115,427 | $52,306+120.7% | $69,779+65.4% | $62,881+83.6% |
| Participation rate | 89.2% | 67.2%+22.0pp | 71.8%+17.4pp | 69.3%+19.9pp |
| Annual return | -1.13% | 13.35%-14.5pp | 12.99%-14.1pp | 20.14%-21.3pp |
| Employer contribution / active EE | $3,091 | $1,799+71.8% | $2,338+32.2% | $2,281+35.5% |
| Participant deferral / active EE | $816 | $2,395-65.9% | $2,931-72.2% | $3,203-74.5% |
| Admin fee / account holder | $9,185 | $3,691+148.8% | $4,381+109.7% | $4,296+113.8% |