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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 | $87,488 | $78,707+11.2% | $117,861-25.8% | $70,126+24.8% |
| Participation rate | 89.2% | 73.2%+16.0pp | 79.7%+9.5pp | 69.5%+19.6pp |
| Annual return | 7.77% | 23.30%-15.5pp | 335.11%-327.3pp | 73.15%-65.4pp |
| Employer contribution / active EE | $1,861 | $2,223-16.3% | $3,786-50.8% | $2,343-20.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,226 | $5,066+3.2% | $8,021-34.8% | $4,645+12.5% |