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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 | $85,847 | $80,781+6.3% | $102,437-16.2% | $74,478+15.3% |
| Participation rate | 76.1% | 65.7%+10.4pp | 74.5%+1.6pp | 67.2%+8.9pp |
| Annual return | 11.13% | 27.58%-16.4pp | 24.95%-13.8pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,306 | $3,160-58.7% | $3,871-66.3% | $2,626-50.3% |
| Participant deferral / active EE | $1,582 | $3,862-59.0% | $5,060-68.7% | $4,350-63.6% |
| Admin fee / account holder | $2,210 | $2,372-6.8% | $8,388-73.7% | $1,946+13.6% |