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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 | $81,295 | $109,359-25.7% | $162,185-49.9% | $72,976+11.4% |
| Participation rate | 87.2% | 84.3%+2.9pp | 87.6%-0.4pp | 69.5%+17.7pp |
| Annual return | 16.23% | 25.46%-9.2pp | 115.61%-99.4pp | 81.02%-64.8pp |
| Employer contribution / active EE | $4,588 | $3,907+17.4% | $5,613-18.3% | $2,440+88.0% |
| Participant deferral / active EE | $945 | $5,481-82.8% | $7,297-87.0% | $3,608-73.8% |
| Admin fee / account holder | $20,404 | $7,972+156.0% | $10,844+88.2% | $5,124+298.2% |