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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 | $114,745 | $108,825+5.4% | $156,181-26.5% | $82,448+39.2% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 5.70% | 20.59%-14.9pp | 64.87%-59.2pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,667 | $2,870-41.9% | $4,294-61.2% | $2,551-34.7% |
| Participant deferral / active EE | $710 | $4,577-84.5% | $6,132-88.4% | $4,139-82.8% |
| Admin fee / account holder | $137,838 | $9,341+1375.7% | $14,586+845.0% | $7,234+1805.3% |