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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 | $82,487 | $126,636-34.9% | $312,151-73.6% | $116,462-29.2% |
| Participation rate | 96.4% | 82.6%+13.9pp | 89.1%+7.3pp | 74.7%+21.7pp |
| Annual return | 8.72% | 15.31%-6.6pp | 1.82%+6.9pp | 15.65%-6.9pp |
| Employer contribution / active EE | $2,679 | $3,444-22.2% | $8,031-66.6% | $3,231-17.1% |
| Participant deferral / active EE | $2,312 | $4,369-47.1% | $5,370-56.9% | $3,836-39.7% |
| Admin fee / account holder | $54,515 | $16,098+238.6% | $51,799+5.2% | $12,754+327.4% |