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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 | $75,155 | $65,364+15.0% | $92,909-19.1% | $72,975+3.0% |
| Participation rate | 88.8% | 68.3%+20.4pp | 76.0%+12.7pp | 69.5%+19.3pp |
| Annual return | 15.89% | 42.11%-26.2pp | 109.44%-93.5pp | 81.01%-65.1pp |
| Employer contribution / active EE | $2,250 | $2,594-13.3% | $3,653-38.4% | $2,440-7.8% |
| Participant deferral / active EE | $1,242 | $3,128-60.3% | $4,238-70.7% | $3,608-65.6% |
| Admin fee / account holder | $3,729 | $4,251-12.3% | $5,795-35.6% | $5,124-27.2% |