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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 | $105,552 | $88,672+19.0% | $105,223+0.3% | $82,448+28.0% |
| Participation rate | 86.4% | 67.9%+18.4pp | 75.0%+11.3pp | 68.1%+18.3pp |
| Annual return | 11.18% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $8,516 | $3,048+179.4% | $3,689+130.9% | $2,551+233.8% |
| Participant deferral / active EE | $729 | $4,036-81.9% | $5,072-85.6% | $4,139-82.4% |
| Admin fee / account holder | $11,640 | $7,146+62.9% | $8,859+31.4% | $7,234+60.9% |