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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 | $133,577 | $86,940+53.6% | $102,434+30.4% | $80,935+65.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.08% | 18.89%-8.8pp | 29.46%-19.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,959 | $2,370-17.3% | $3,023-35.2% | $2,757-28.9% |
| Participant deferral / active EE | $1,454 | $4,121-64.7% | $5,055-71.2% | $4,299-66.2% |
| Admin fee / account holder | $489 | $8,047-93.9% | $9,462-94.8% | $6,924-92.9% |