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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 | $101,382 | $57,065+77.7% | $75,670+34.0% | $70,131+44.6% |
| Participation rate | 96.8% | 68.1%+28.7pp | 72.3%+24.4pp | 69.5%+27.2pp |
| Annual return | 10.03% | 23.57%-13.5pp | 27.34%-17.3pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,629 | $1,817-10.3% | $2,352-30.7% | $2,342-30.5% |
| Participant deferral / active EE | $180 | $2,580-93.0% | $3,142-94.3% | $3,332-94.6% |
| Admin fee / account holder | $8,198 | $3,825+114.3% | $5,800+41.4% | $4,645+76.5% |