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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 | $97,648+12.2% | $121,663-10.0% | $87,485+25.2% |
| Participation rate | 81.1% | 70.5%+10.6pp | 74.5%+6.6pp | 68.9%+12.1pp |
| Annual return | 8.59% | 18.03%-9.4pp | 147.54%-139.0pp | 26.06%-17.5pp |
| Employer contribution / active EE | $2,943 | $2,300+27.9% | $3,020-2.5% | $2,596+13.4% |
| Participant deferral / active EE | $662 | $3,923-83.1% | $4,887-86.5% | $4,274-84.5% |
| Admin fee / account holder | $21,512 | $11,100+93.8% | $14,289+50.5% | $7,775+176.7% |