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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 | $80,837 | $93,598-13.6% | $135,974-40.5% | $75,173+7.5% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 6.56% | 30.89%-24.3pp | 68.30%-61.7pp | 160.72%-154.2pp |
| Employer contribution / active EE | $6,058 | $3,538+71.2% | $4,859+24.7% | $2,671+126.8% |
| Participant deferral / active EE | $1,853 | $6,405-71.1% | $7,760-76.1% | $4,126-55.1% |
| Admin fee / account holder | $8,540 | $6,978+22.4% | $10,767-20.7% | $5,651+51.1% |