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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 | $78,160 | $73,988+5.6% | $96,538-19.0% | $75,177+4.0% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 8.73% | 26.73%-18.0pp | 35.74%-27.0pp | 160.75%-152.0pp |
| Employer contribution / active EE | $12,998 | $2,930+343.6% | $3,740+247.5% | $2,671+386.6% |
| Participant deferral / active EE | $28 | $3,660-99.2% | $4,880-99.4% | $4,126-99.3% |
| Admin fee / account holder | $5,563 | $5,220+6.6% | $6,737-17.4% | $5,651-1.6% |