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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 | $121,223 | $114,013+6.3% | $103,693+16.9% | $155,188-21.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 6.27% | 49.31%-43.0pp | 47.61%-41.3pp | 148.84%-142.6pp |
| Employer contribution / active EE | $3,808 | $3,131+21.6% | $2,920+30.4% | $4,248-10.4% |
| Participant deferral / active EE | $690 | $4,970-86.1% | $4,579-84.9% | $6,531-89.4% |
| Admin fee / account holder | $83,591 | $8,407+894.3% | $7,858+963.8% | $14,480+477.3% |