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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 | $112,321 | $80,992+38.7% | $96,534+16.4% | $75,173+49.4% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 4.56% | 27.05%-22.5pp | 25.88%-21.3pp | 160.72%-156.2pp |
| Employer contribution / active EE | $1,182 | $2,283-48.2% | $2,965-60.1% | $2,671-55.7% |
| Participant deferral / active EE | $1,756 | $3,929-55.3% | $4,851-63.8% | $4,126-57.5% |
| Admin fee / account holder | $672 | $6,717-90.0% | $8,253-91.9% | $5,651-88.1% |