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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 | $88,938 | $64,359+38.2% | $90,161-1.4% | $70,126+26.8% |
| Participation rate | 76.3% | 70.4%+5.9pp | 76.9%-0.6pp | 69.5%+6.7pp |
| Annual return | 13.82% | 28.13%-14.3pp | 34.89%-21.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,290 | $2,046-36.9% | $3,318-61.1% | $2,343-44.9% |
| Participant deferral / active EE | $1,783 | $4,389-59.4% | $5,287-66.3% | $3,332-46.5% |
| Admin fee / account holder | $2,061 | $3,945-47.8% | $5,943-65.3% | $4,645-55.6% |