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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 | $79,336 | $65,364+21.4% | $92,909-14.6% | $72,975+8.7% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.3pp |
| Annual return | 9.84% | 42.11%-32.3pp | 109.44%-99.6pp | 81.01%-71.2pp |
| Employer contribution / active EE | $5,680 | $2,594+118.9% | $3,653+55.5% | $2,440+132.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $454 | $4,251-89.3% | $5,795-92.2% | $5,124-91.1% |