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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 | $150,956 | $146,267+3.2% | $197,124-23.4% | $82,448+83.1% |
| Participation rate | 93.8% | 84.0%+9.7pp | 86.7%+7.0pp | 68.1%+25.7pp |
| Annual return | 8.84% | 29.61%-20.8pp | 44.34%-35.5pp | 41.64%-32.8pp |
| Employer contribution / active EE | $7,724 | $4,723+63.5% | $6,227+24.0% | $2,551+202.8% |
| Participant deferral / active EE | $2,745 | $7,035-61.0% | $9,135-70.0% | $4,139-33.7% |
| Admin fee / account holder | $9,918 | $14,422-31.2% | $16,298-39.1% | $7,234+37.1% |