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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 | $111,833 | $109,359+2.3% | $162,177-31.0% | $72,975+53.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 9.76% | 25.46%-15.7pp | 115.60%-105.8pp | 81.01%-71.2pp |
| Employer contribution / active EE | $1,850 | $3,907-52.6% | $5,613-67.0% | $2,440-24.2% |
| Participant deferral / active EE | $1,512 | $5,481-72.4% | $7,297-79.3% | $3,608-58.1% |
| Admin fee / account holder | $1,021 | $7,972-87.2% | $10,843-90.6% | $5,124-80.1% |