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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 | $113,773 | $72,272+57.4% | $101,264+12.4% | $79,858+42.5% |
| Participation rate | 89.7% | 68.5%+21.3pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | 8.85% | 22.30%-13.4pp | 46.48%-37.6pp | 31.72%-22.9pp |
| Employer contribution / active EE | $1,923 | $2,692-28.6% | $3,660-47.5% | $2,471-22.2% |
| Participant deferral / active EE | $399 | $3,282-87.8% | $4,370-90.9% | $3,740-89.3% |
| Admin fee / account holder | $2,561 | $4,401-41.8% | $5,947-56.9% | $5,306-51.7% |