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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 | $94,948 | $93,598+1.4% | $135,974-30.2% | $75,173+26.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 12.79% | 30.89%-18.1pp | 68.30%-55.5pp | 160.72%-147.9pp |
| Employer contribution / active EE | $2,182 | $3,538-38.3% | $4,859-55.1% | $2,671-18.3% |
| Participant deferral / active EE | $2,167 | $6,405-66.2% | $7,760-72.1% | $4,126-47.5% |
| Admin fee / account holder | $14,484 | $6,978+107.6% | $10,767+34.5% | $5,651+156.3% |