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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 | $108,402 | $58,851+84.2% | $115,167-5.9% | $72,976+48.5% |
| Participation rate | 95.4% | 65.5%+29.9pp | 75.9%+19.5pp | 69.5%+25.9pp |
| Annual return | 14.47% | 23.16%-8.7pp | 35.60%-21.1pp | 81.02%-66.5pp |
| Employer contribution / active EE | $6,441 | $1,798+258.2% | $3,179+102.6% | $2,440+164.0% |
| Participant deferral / active EE | $842 | $2,643-68.1% | $4,169-79.8% | $3,608-76.7% |
| Admin fee / account holder | $13,674 | $6,370+114.7% | $7,089+92.9% | $5,124+166.9% |