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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 | $148,648 | $87,834+69.2% | $133,975+11.0% | $62,881+136.4% |
| Participation rate | 98.0% | 83.4%+14.7pp | 87.1%+11.0pp | 69.3%+28.7pp |
| Annual return | 4.04% | 12.05%-8.0pp | 29.29%-25.3pp | 20.14%-16.1pp |
| Employer contribution / active EE | $4,069 | $3,482+16.8% | $5,211-21.9% | $2,281+78.4% |
| Participant deferral / active EE | $1,446 | $4,812-69.9% | $6,282-77.0% | $3,203-54.9% |
| Admin fee / account holder | $26,849 | $5,372+399.7% | $9,324+187.9% | $4,296+525.0% |