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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 | $109,520 | $109,620-0.1% | $148,496-26.2% | $94,015+16.5% |
| Participation rate | 81.1% | 71.3%+9.8pp | 76.0%+5.0pp | 70.8%+10.3pp |
| Annual return | 8.59% | 17.54%-8.9pp | 12.33%-3.7pp | 17.84%-9.3pp |
| Employer contribution / active EE | $2,943 | $2,618+12.4% | $3,497-15.8% | $2,790+5.5% |
| Participant deferral / active EE | $662 | $3,831-82.7% | $4,808-86.2% | $4,249-84.4% |
| Admin fee / account holder | $21,512 | $10,050+114.1% | $19,547+10.1% | $8,951+140.3% |