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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 | $98,952 | $138,385-28.5% | $184,243-46.3% | $80,925+22.3% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.7pp | 67.7%+24.8pp |
| Annual return | 10.35% | 20.02%-9.7pp | 28.82%-18.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $7,140 | $4,851+47.2% | $6,427+11.1% | $2,756+159.0% |
| Participant deferral / active EE | $2,846 | $7,075-59.8% | $9,132-68.8% | $4,299-33.8% |
| Admin fee / account holder | $5,283 | $10,489-49.6% | $13,914-62.0% | $6,940-23.9% |