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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 | $94,183 | $83,485+12.8% | $125,195-24.8% | $72,976+29.1% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 13.93% | 25.77%-11.8pp | 43.79%-29.9pp | 81.02%-67.1pp |
| Employer contribution / active EE | $4,621 | $2,346+97.0% | $3,866+19.5% | $2,440+89.4% |
| Participant deferral / active EE | $934 | $3,586-74.0% | $4,937-81.1% | $3,608-74.1% |
| Admin fee / account holder | $12,786 | $5,518+131.7% | $9,704+31.8% | $5,124+149.5% |