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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 | $52,974 | $201,264-73.7% | $184,185-71.2% | $145,978-63.7% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 8.25% | 29.00%-20.8pp | 28.81%-20.6pp | 550.52%-542.3pp |
| Employer contribution / active EE | $1,962 | $7,021-72.1% | $6,426-69.5% | $4,662-57.9% |
| Participant deferral / active EE | $1,974 | $9,806-79.9% | $9,132-78.4% | $6,690-70.5% |
| Admin fee / account holder | $1,467 | $16,376-91.0% | $13,909-89.5% | $13,400-89.1% |