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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 | $87,414 | $183,516-52.4% | $155,534-43.8% | $145,884-40.1% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 3.84% | 61.43%-57.6pp | 64.92%-61.1pp | 551.85%-548.0pp |
| Employer contribution / active EE | $1,364 | $5,315-74.3% | $4,675-70.8% | $4,662-70.8% |
| Participant deferral / active EE | $1,001 | $6,467-84.5% | $5,630-82.2% | $6,690-85.0% |
| Admin fee / account holder | $17,732 | $19,293-8.1% | $15,900+11.5% | $13,392+32.4% |