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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 | $84,136 | $78,520+7.2% | $96,576-12.9% | $82,448+2.0% |
| Participation rate | 94.7% | 77.7%+17.0pp | 81.4%+13.3pp | 68.1%+26.7pp |
| Annual return | 6.61% | 41.30%-34.7pp | 38.47%-31.9pp | 41.64%-35.0pp |
| Employer contribution / active EE | $313 | $2,630-88.1% | $3,553-91.2% | $2,551-87.7% |
| Participant deferral / active EE | $1,485 | $6,754-78.0% | $7,956-81.3% | $4,139-64.1% |
| Admin fee / account holder | $1,058 | $13,455-92.1% | $11,381-90.7% | $7,234-85.4% |