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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 | $230,351 | $110,240+109.0% | $96,544+138.6% | $139,487+65.1% |
| Participation rate | 78.6% | 78.1%+0.4pp | 76.0%+2.6pp | 80.3%-1.8pp |
| Annual return | 7.70% | 26.41%-18.7pp | 25.88%-18.2pp | 373.84%-366.1pp |
| Employer contribution / active EE | $1,119 | $3,622-69.1% | $2,966-62.3% | $4,755-76.5% |
| Participant deferral / active EE | $1,119 | $5,549-79.8% | $4,851-76.9% | $6,713-83.3% |
| Admin fee / account holder | $3,127 | $11,602-73.1% | $8,254-62.1% | $11,407-72.6% |