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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 | $87,722 | $101,752-13.8% | $164,928-46.8% | $80,911+8.4% |
| Participation rate | 94.0% | 71.8%+22.2pp | 78.6%+15.4pp | 67.6%+26.4pp |
| Annual return | 9.77% | 16.73%-7.0pp | 70.08%-60.3pp | 35.63%-25.9pp |
| Employer contribution / active EE | $3,654 | $2,953+23.7% | $4,343-15.9% | $2,756+32.6% |
| Participant deferral / active EE | $1,430 | $4,477-68.1% | $6,034-76.3% | $4,297-66.7% |
| Admin fee / account holder | $29,328 | $8,218+256.9% | $12,684+131.2% | $6,935+322.9% |