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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 | $80,101 | $75,963+5.4% | $97,995-18.3% | $70,126+14.2% |
| Participation rate | 84.8% | 77.0%+7.9pp | 82.4%+2.5pp | 69.5%+15.3pp |
| Annual return | 11.17% | 19.26%-8.1pp | 23.94%-12.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,758 | $3,278-46.4% | $4,158-57.7% | $2,343-24.9% |
| Participant deferral / active EE | $244 | $4,053-94.0% | $5,097-95.2% | $3,332-92.7% |
| Admin fee / account holder | $4,111 | $5,407-24.0% | $5,943-30.8% | $4,645-11.5% |