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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 | $80,018 | $64,359+24.3% | $90,161-11.2% | $70,126+14.1% |
| Participation rate | 76.9% | 70.4%+6.5pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 13.72% | 28.13%-14.4pp | 34.89%-21.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,133 | $2,046-44.6% | $3,318-65.8% | $2,343-51.6% |
| Participant deferral / active EE | $1,683 | $4,389-61.7% | $5,287-68.2% | $3,332-49.5% |
| Admin fee / account holder | $3,702 | $3,945-6.2% | $5,943-37.7% | $4,645-20.3% |