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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 | $117,726 | $67,602+74.1% | $82,312+43.0% | $70,126+67.9% |
| Participation rate | 78.7% | 72.8%+6.0pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 7.37% | 21.57%-14.2pp | 25.88%-18.5pp | 73.15%-65.8pp |
| Employer contribution / active EE | $706 | $1,755-59.8% | $2,428-70.9% | $2,343-69.9% |
| Participant deferral / active EE | $5 | $2,987-99.8% | $3,706-99.9% | $3,332-99.9% |
| Admin fee / account holder | $1,139 | $4,512-74.8% | $5,608-79.7% | $4,645-75.5% |