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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 | $129,478 | $107,368+20.6% | $92,915+39.4% | $152,909-15.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 11.57% | 145.64%-134.1pp | 109.45%-97.9pp | 345.46%-333.9pp |
| Employer contribution / active EE | $816 | $4,222-80.7% | $3,653-77.7% | $4,764-82.9% |
| Participant deferral / active EE | $1,272 | $4,848-73.8% | $4,238-70.0% | $5,851-78.3% |
| Admin fee / account holder | $508 | $7,082-92.8% | $5,796-91.2% | $11,601-95.6% |