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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 | $140,607 | $146,267-3.9% | $197,124-28.7% | $82,448+70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 12.85% | 29.61%-16.8pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,860 | $4,723-18.3% | $6,227-38.0% | $2,551+51.3% |
| Participant deferral / active EE | $2,844 | $7,035-59.6% | $9,135-68.9% | $4,139-31.3% |
| Admin fee / account holder | $1,884 | $14,422-86.9% | $16,298-88.4% | $7,234-74.0% |