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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 | $169,566 | $201,372-15.8% | $184,260-8.0% | $145,884+16.2% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.4pp |
| Annual return | 8.54% | 29.04%-20.5pp | 28.84%-20.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,387 | $7,024-66.0% | $6,427-62.9% | $4,662-48.8% |
| Participant deferral / active EE | $2,820 | $9,808-71.3% | $9,133-69.1% | $6,690-57.9% |
| Admin fee / account holder | $3,819 | $16,362-76.7% | $13,898-72.5% | $13,392-71.5% |