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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 | $102,147 | $97,550+4.7% | $120,344-15.1% | $87,485+16.8% |
| Participation rate | 95.7% | 72.8%+22.8pp | 76.7%+18.9pp | 68.9%+26.7pp |
| Annual return | 9.04% | 18.41%-9.4pp | 20.30%-11.3pp | 26.06%-17.0pp |
| Employer contribution / active EE | $2,277 | $2,291-0.6% | $3,020-24.6% | $2,596-12.3% |
| Participant deferral / active EE | $1,854 | $4,230-56.2% | $5,135-63.9% | $4,274-56.6% |
| Admin fee / account holder | $23,982 | $9,543+151.3% | $12,742+88.2% | $7,775+208.5% |