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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 | $84,500 | $91,559-7.7% | $133,978-36.9% | $79,856+5.8% |
| Participation rate | 98.5% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+28.9pp |
| Annual return | 4.92% | 61.85%-56.9pp | 45.10%-40.2pp | 31.71%-26.8pp |
| Employer contribution / active EE | $7,134 | $2,384+199.3% | $3,919+82.0% | $2,471+188.7% |
| Participant deferral / active EE | $1,024 | $3,734-72.6% | $5,047-79.7% | $3,741-72.6% |
| Admin fee / account holder | $4,616 | $6,321-27.0% | $8,930-48.3% | $5,306-13.0% |