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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 | $141,736 | $93,598+51.4% | $135,974+4.2% | $75,173+88.5% |
| Participation rate | 93.5% | 75.2%+18.4pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 9.37% | 30.89%-21.5pp | 68.30%-58.9pp | 160.72%-151.3pp |
| Employer contribution / active EE | $7,182 | $3,538+103.0% | $4,859+47.8% | $2,671+168.9% |
| Participant deferral / active EE | $2,435 | $6,405-62.0% | $7,760-68.6% | $4,126-41.0% |
| Admin fee / account holder | $7,379 | $6,978+5.7% | $10,767-31.5% | $5,651+30.6% |