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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 | $130,913 | $86,949+50.6% | $102,460+27.8% | $80,959+61.7% |
| Participation rate | 88.5% | 72.4%+16.2pp | 76.5%+12.0pp | 67.7%+20.9pp |
| Annual return | 7.69% | 18.89%-11.2pp | 29.47%-21.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $5,535 | $2,370+133.6% | $3,025+83.0% | $2,757+100.8% |
| Participant deferral / active EE | $1,147 | $4,121-72.2% | $5,056-77.3% | $4,300-73.3% |
| Admin fee / account holder | $9,148 | $8,048+13.7% | $9,460-3.3% | $6,925+32.1% |