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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 | $109,520 | $94,031+16.5% | $115,768-5.4% | $82,448+32.8% |
| Participation rate | 81.1% | 70.4%+10.7pp | 74.4%+6.7pp | 68.1%+13.0pp |
| Annual return | 8.59% | 20.61%-12.0pp | 100.46%-91.9pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,943 | $2,323+26.7% | $2,940+0.1% | $2,551+15.4% |
| Participant deferral / active EE | $662 | $3,972-83.3% | $4,917-86.5% | $4,139-84.0% |
| Admin fee / account holder | $21,512 | $10,249+109.9% | $12,439+72.9% | $7,234+197.4% |