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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 | $106,452 | $198,457-46.4% | $170,435-37.5% | $147,586-27.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 7.87% | 257.30%-249.4pp | 205.94%-198.1pp | 578.59%-570.7pp |
| Employer contribution / active EE | $2,012 | $6,183-67.5% | $5,432-63.0% | $4,876-58.7% |
| Participant deferral / active EE | $956 | $5,629-83.0% | $4,939-80.6% | $5,439-82.4% |
| Admin fee / account holder | $11,461 | $16,852-32.0% | $13,881-17.4% | $10,886+5.3% |