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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 | $93,747 | $93,617+0.1% | $135,982-31.1% | $75,177+24.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 14.36% | 30.89%-16.5pp | 68.32%-54.0pp | 160.75%-146.4pp |
| Employer contribution / active EE | $1,345 | $3,538-62.0% | $4,859-72.3% | $2,671-49.6% |
| Participant deferral / active EE | $2,033 | $6,406-68.3% | $7,760-73.8% | $4,126-50.7% |
| Admin fee / account holder | $1,604 | $6,980-77.0% | $10,767-85.1% | $5,651-71.6% |