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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 | $90,327 | $102,422-11.8% | $147,117-38.6% | $80,959+11.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 8.74% | 135.16%-126.4pp | 420.54%-411.8pp | 35.67%-26.9pp |
| Employer contribution / active EE | $3,088 | $3,717-16.9% | $4,932-37.4% | $2,757+12.0% |
| Participant deferral / active EE | $2,493 | $6,652-62.5% | $8,065-69.1% | $4,300-42.0% |
| Admin fee / account holder | $10,349 | $7,953+30.1% | $12,993-20.3% | $6,925+49.4% |