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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 | $170,231 | $126,661+34.4% | $113,397+50.1% | $138,895+22.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 8.59% | 25.05%-16.5pp | 23.20%-14.6pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,129 | $3,456-67.3% | $2,977-62.1% | $4,194-73.1% |
| Participant deferral / active EE | $1,694 | $5,693-70.2% | $5,076-66.6% | $6,396-73.5% |
| Admin fee / account holder | $30,240 | $14,549+107.8% | $11,957+152.9% | $12,562+140.7% |