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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 | $125,725 | $117,846+6.7% | $102,434+22.7% | $145,884-13.8% |
| Participation rate | 79.2% | 78.6%+0.5pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 8.54% | 31.90%-23.4pp | 29.46%-20.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,083 | $3,615-42.4% | $3,023-31.1% | $4,662-55.3% |
| Participant deferral / active EE | $1,283 | $5,733-77.6% | $5,055-74.6% | $6,690-80.8% |
| Admin fee / account holder | $6,940 | $13,356-48.0% | $9,462-26.7% | $13,392-48.2% |