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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 | $164,459 | $209,336-21.4% | $197,124-16.6% | $137,256+19.8% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 9.62% | 48.09%-38.5pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $5,323 | $6,591-19.2% | $6,227-14.5% | $4,156+28.1% |
| Participant deferral / active EE | $2,098 | $9,614-78.2% | $9,135-77.0% | $6,407-67.3% |
| Admin fee / account holder | $6,232 | $17,308-64.0% | $16,298-61.8% | $12,270-49.2% |