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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 | $94,693 | $78,423+20.7% | $95,964-1.3% | $79,856+18.6% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 9.21% | 19.37%-10.2pp | 91.64%-82.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,147 | $1,945+10.4% | $2,541-15.5% | $2,471-13.1% |
| Participant deferral / active EE | $953 | $3,440-72.3% | $4,167-77.1% | $3,741-74.5% |
| Admin fee / account holder | $7,507 | $5,622+33.5% | $6,797+10.4% | $5,306+41.5% |