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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 | $95,453+7.0% | $112,040-8.8% | $82,448+23.9% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.5%+19.2pp | 68.1%+27.6pp |
| Annual return | 9.04% | 23.92%-14.9pp | 24.52%-15.5pp | 41.64%-32.6pp |
| Employer contribution / active EE | $2,277 | $2,318-1.8% | $2,954-22.9% | $2,551-10.7% |
| Participant deferral / active EE | $1,854 | $4,224-56.1% | $5,098-63.6% | $4,139-55.2% |
| Admin fee / account holder | $23,982 | $9,013+166.1% | $12,098+98.2% | $7,234+231.5% |