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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 | $110,286+28.5% | $96,569+46.8% | $139,427+1.7% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | -1.10% | 26.39%-27.5pp | 25.87%-27.0pp | 373.27%-374.4pp |
| Employer contribution / active EE | $1,579 | $3,619-56.4% | $2,965-46.7% | $4,752-66.8% |
| Participant deferral / active EE | $1,414 | $5,546-74.5% | $4,851-70.8% | $6,711-78.9% |
| Admin fee / account holder | $7,423 | $11,592-36.0% | $8,251-10.0% | $11,404-34.9% |