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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 | $101,950+7.4% | $125,529-12.8% | $86,983+25.9% |
| Participation rate | 81.1% | 70.2%+10.9pp | 74.7%+6.4pp | 69.5%+11.5pp |
| Annual return | 8.59% | 18.29%-9.7pp | 202.56%-194.0pp | 25.83%-17.2pp |
| Employer contribution / active EE | $2,943 | $2,358+24.8% | $3,058-3.7% | $2,584+13.9% |
| Participant deferral / active EE | $662 | $3,862-82.9% | $4,813-86.2% | $4,194-84.2% |
| Admin fee / account holder | $21,512 | $12,791+68.2% | $16,298+32.0% | $7,856+173.8% |