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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 | $95,286 | $82,032+16.2% | $123,106-22.6% | $59,633+59.8% |
| Participation rate | 97.2% | 83.2%+14.0pp | 86.8%+10.4pp | 68.7%+28.6pp |
| Annual return | -2.95% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $7,808 | $3,297+136.8% | $5,151+51.6% | $2,203+254.5% |
| Participant deferral / active EE | $788 | $4,667-83.1% | $6,229-87.4% | $3,192-75.3% |
| Admin fee / account holder | $7,137 | $5,881+21.4% | $9,015-20.8% | $4,297+66.1% |