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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 | $80,731+6.3% | $103,374-17.0% | $74,546+15.2% |
| Participation rate | 76.1% | 65.7%+10.4pp | 74.5%+1.6pp | 67.2%+8.9pp |
| Annual return | 11.13% | 27.56%-16.4pp | 24.89%-13.8pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,306 | $3,158-58.6% | $3,869-66.3% | $2,624-50.2% |
| Participant deferral / active EE | $1,582 | $3,860-59.0% | $5,058-68.7% | $4,347-63.6% |
| Admin fee / account holder | $2,210 | $2,369-6.7% | $8,394-73.7% | $1,944+13.7% |