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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 | $128,664 | $123,155+4.5% | $108,753+18.3% | $155,188-17.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 1.01% | 44.73%-43.7pp | 37.47%-36.5pp | 148.84%-147.8pp |
| Employer contribution / active EE | $656 | $2,811-76.7% | $2,427-72.9% | $4,248-84.5% |
| Participant deferral / active EE | $1,063 | $4,623-77.0% | $4,115-74.2% | $6,531-83.7% |
| Admin fee / account holder | $16,025 | $12,126+32.1% | $10,320+55.3% | $14,480+10.7% |