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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 | $80,748+6.3% | $102,383-16.2% | $74,429+15.3% |
| Participation rate | 76.1% | 65.7%+10.4pp | 74.5%+1.6pp | 67.2%+8.9pp |
| Annual return | 11.13% | 27.57%-16.4pp | 24.94%-13.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,306 | $3,159-58.7% | $3,870-66.3% | $2,625-50.2% |
| Participant deferral / active EE | $1,582 | $3,861-59.0% | $5,060-68.7% | $4,348-63.6% |
| Admin fee / account holder | $2,210 | $2,371-6.8% | $8,391-73.7% | $1,944+13.7% |