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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 | $77,190 | $101,795-24.2% | $165,100-53.2% | $80,959-4.7% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.7%+30.5pp |
| Annual return | 10.39% | 16.73%-6.3pp | 70.21%-59.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $3,716 | $2,954+25.8% | $4,348-14.5% | $2,757+34.8% |
| Participant deferral / active EE | $1,740 | $4,476-61.1% | $6,035-71.2% | $4,300-59.5% |
| Admin fee / account holder | $17,110 | $8,221+108.1% | $12,696+34.8% | $6,925+147.1% |