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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 | $141,728 | $110,240+28.6% | $96,544+46.8% | $139,487+1.6% |
| Participation rate | 89.5% | 78.1%+11.3pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | -1.10% | 26.41%-27.5pp | 25.88%-27.0pp | 373.84%-374.9pp |
| Employer contribution / active EE | $1,579 | $3,622-56.4% | $2,966-46.8% | $4,755-66.8% |
| Participant deferral / active EE | $1,414 | $5,549-74.5% | $4,851-70.8% | $6,713-78.9% |
| Admin fee / account holder | $7,423 | $11,602-36.0% | $8,254-10.1% | $11,407-34.9% |