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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 | $75,403 | $201,372-62.6% | $184,260-59.1% | $145,884-48.3% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 3.63% | 29.04%-25.4pp | 28.84%-25.2pp | 551.85%-548.2pp |
| Employer contribution / active EE | $2,092 | $7,024-70.2% | $6,427-67.5% | $4,662-55.1% |
| Participant deferral / active EE | $1,480 | $9,808-84.9% | $9,133-83.8% | $6,690-77.9% |
| Admin fee / account holder | $10,584 | $16,362-35.3% | $13,898-23.8% | $13,392-21.0% |