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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 | $148,381 | $201,372-26.3% | $184,260-19.5% | $145,884+1.7% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-7.0pp |
| Annual return | 8.78% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,550 | $7,024-77.9% | $6,427-75.9% | $4,662-66.7% |
| Participant deferral / active EE | $3,017 | $9,808-69.2% | $9,133-67.0% | $6,690-54.9% |
| Admin fee / account holder | $999 | $16,362-93.9% | $13,898-92.8% | $13,392-92.5% |