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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 | $132,975 | $98,776+34.6% | $149,745-11.2% | $79,856+66.5% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.5%+7.9pp | 69.6%+20.7pp |
| Annual return | 10.81% | 27.38%-16.6pp | 276.72%-265.9pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,925 | $3,217-9.1% | $4,646-37.0% | $2,471+18.4% |
| Participant deferral / active EE | $2,281 | $5,681-59.9% | $6,843-66.7% | $3,741-39.0% |
| Admin fee / account holder | $3,800 | $6,053-37.2% | $9,312-59.2% | $5,306-28.4% |