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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 | $86,029 | $94,031-8.5% | $115,768-25.7% | $82,448+4.3% |
| Participation rate | 91.0% | 70.4%+20.6pp | 74.4%+16.7pp | 68.1%+23.0pp |
| Annual return | 11.03% | 20.61%-9.6pp | 100.46%-89.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $3,266 | $2,323+40.6% | $2,940+11.1% | $2,551+28.0% |
| Participant deferral / active EE | $1,456 | $3,972-63.3% | $4,917-70.4% | $4,139-64.8% |
| Admin fee / account holder | $11,826 | $10,249+15.4% | $12,439-4.9% | $7,234+63.5% |