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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 | $133,803 | $152,612-12.3% | $125,192+6.9% | $152,897-12.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 5.82% | 54.85%-49.0pp | 43.79%-38.0pp | 345.43%-339.6pp |
| Employer contribution / active EE | $1,150 | $4,947-76.8% | $3,866-70.3% | $4,764-75.9% |
| Participant deferral / active EE | $1,508 | $5,868-74.3% | $4,937-69.5% | $5,851-74.2% |
| Admin fee / account holder | $2,334 | $13,437-82.6% | $9,704-76.0% | $11,599-79.9% |