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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 | $97,515 | $101,752-4.2% | $164,928-40.9% | $80,911+20.5% |
| Participation rate | 77.9% | 71.8%+6.1pp | 78.6%-0.7pp | 67.6%+10.3pp |
| Annual return | 7.38% | 16.73%-9.3pp | 70.08%-62.7pp | 35.63%-28.2pp |
| Employer contribution / active EE | $971 | $2,953-67.1% | $4,343-77.7% | $2,756-64.8% |
| Participant deferral / active EE | $1,962 | $4,477-56.2% | $6,034-67.5% | $4,297-54.3% |
| Admin fee / account holder | $15,828 | $8,218+92.6% | $12,684+24.8% | $6,935+128.2% |