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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 | $84,507 | $76,551+10.4% | $123,894-31.8% | $62,881+34.4% |
| Participation rate | 96.8% | 73.0%+23.8pp | 81.4%+15.4pp | 69.3%+27.5pp |
| Annual return | 4.49% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $8,003 | $2,882+177.7% | $4,617+73.3% | $2,281+250.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,962 | $4,826+2.8% | $8,357-40.6% | $4,296+15.5% |