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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 | $100,313 | $75,807+32.3% | $116,096-13.6% | $86,983+15.3% |
| Participation rate | 77.8% | 66.9%+10.9pp | 73.3%+4.5pp | 69.5%+8.2pp |
| Annual return | 11.36% | 18.57%-7.2pp | 326.25%-314.9pp | 25.83%-14.5pp |
| Employer contribution / active EE | $3,202 | $1,892+69.2% | $2,503+27.9% | $2,584+23.9% |
| Participant deferral / active EE | $993 | $3,212-69.1% | $3,952-74.9% | $4,194-76.3% |
| Admin fee / account holder | $19,404 | $6,659+191.4% | $7,704+151.9% | $7,856+147.0% |