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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 | $98,978 | $86,949+13.8% | $102,460-3.4% | $80,959+22.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.90% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $5,877 | $2,370+148.0% | $3,025+94.3% | $2,757+113.2% |
| Participant deferral / active EE | $1,094 | $4,121-73.5% | $5,056-78.4% | $4,300-74.6% |
| Admin fee / account holder | $2,883 | $8,048-64.2% | $9,460-69.5% | $6,925-58.4% |