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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 | $82,306 | $145,431-43.4% | $211,142-61.0% | $87,485-5.9% |
| Participation rate | 89.1% | 84.7%+4.3pp | 87.3%+1.8pp | 68.9%+20.2pp |
| Annual return | 10.08% | 27.21%-17.1pp | 46.84%-36.8pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,982 | $4,662-57.5% | $6,442-69.2% | $2,596-23.7% |
| Participant deferral / active EE | $3,112 | $6,859-54.6% | $9,284-66.5% | $4,274-27.2% |
| Admin fee / account holder | $16,961 | $17,052-0.5% | $19,076-11.1% | $7,775+118.2% |