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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 | $87,353 | $125,797-30.6% | $170,043-48.6% | $75,173+16.2% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 12.21% | 27.20%-15.0pp | 53.40%-41.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $7,389 | $4,616+60.1% | $6,790+8.8% | $2,671+176.7% |
| Participant deferral / active EE | $2,437 | $6,838-64.4% | $10,410-76.6% | $4,126-40.9% |
| Admin fee / account holder | $3,902 | $8,177-52.3% | $12,824-69.6% | $5,651-30.9% |