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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 | $100,717 | $109,359-7.9% | $162,185-37.9% | $72,976+38.0% |
| Participation rate | 84.7% | 84.3%+0.5pp | 87.6%-2.8pp | 69.5%+15.3pp |
| Annual return | 16.10% | 25.46%-9.4pp | 115.61%-99.5pp | 81.02%-64.9pp |
| Employer contribution / active EE | $3,540 | $3,907-9.4% | $5,613-36.9% | $2,440+45.1% |
| Participant deferral / active EE | $1,981 | $5,481-63.9% | $7,297-72.9% | $3,608-45.1% |
| Admin fee / account holder | $11,840 | $7,972+48.5% | $10,844+9.2% | $5,124+131.1% |