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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 | $75,495 | $62,672+20.5% | $185,117-59.2% | $70,126+7.7% |
| Participation rate | 97.3% | 63.8%+33.5pp | 77.3%+20.0pp | 69.5%+27.8pp |
| Annual return | 10.77% | 40.79%-30.0pp | 40.50%-29.7pp | 73.15%-62.4pp |
| Employer contribution / active EE | $5,634 | $1,753+221.4% | $4,182+34.7% | $2,343+140.5% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,483 | $3,932+39.5% | $8,159-32.8% | $4,645+18.0% |