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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 | $103,300 | $83,061+24.4% | $126,068-18.1% | $94,015+9.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 8.65% | 20.41%-11.8pp | 15.01%-6.4pp | 17.84%-9.2pp |
| Employer contribution / active EE | $1,438 | $2,864-49.8% | $3,968-63.8% | $2,790-48.5% |
| Participant deferral / active EE | $2,451 | $7,042-65.2% | $8,214-70.2% | $4,249-42.3% |
| Admin fee / account holder | $20,618 | $7,208+186.0% | $18,264+12.9% | $8,951+130.3% |