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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 | $109,132 | $83,485+30.7% | $125,195-12.8% | $72,976+49.5% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 8.32% | 25.77%-17.4pp | 43.79%-35.5pp | 81.02%-72.7pp |
| Employer contribution / active EE | $1,714 | $2,346-26.9% | $3,866-55.7% | $2,440-29.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $921 | $5,518-83.3% | $9,704-90.5% | $5,124-82.0% |