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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 | $88,767 | $201,370-55.9% | $184,256-51.8% | $145,897-39.2% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 3.69% | 29.05%-25.4pp | 28.85%-25.2pp | 552.29%-548.6pp |
| Employer contribution / active EE | $1,811 | $7,024-74.2% | $6,427-71.8% | $4,663-61.2% |
| Participant deferral / active EE | $1,418 | $9,808-85.5% | $9,133-84.5% | $6,689-78.8% |
| Admin fee / account holder | $1,049 | $16,364-93.6% | $13,899-92.5% | $13,390-92.2% |