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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 | $89,384 | $76,551+16.8% | $123,894-27.9% | $62,881+42.1% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 2.78% | 18.68%-15.9pp | 47.52%-44.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $4,367 | $2,882+51.5% | $4,617-5.4% | $2,281+91.5% |
| Participant deferral / active EE | $345 | $4,840-92.9% | $5,984-94.2% | $3,203-89.2% |
| Admin fee / account holder | $1,461 | $4,826-69.7% | $8,357-82.5% | $4,296-66.0% |