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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 | $83,459 | $81,504+2.4% | $102,437-18.5% | $80,959+3.1% |
| Participation rate | 87.8% | 66.9%+21.0pp | 74.5%+13.3pp | 67.7%+20.1pp |
| Annual return | 8.81% | 25.60%-16.8pp | 24.95%-16.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $14,983 | $3,104+382.8% | $3,871+287.1% | $2,757+443.4% |
| Participant deferral / active EE | $256 | $3,871-93.4% | $5,060-94.9% | $4,300-94.0% |
| Admin fee / account holder | $17,253 | $6,719+156.8% | $8,388+105.7% | $6,925+149.1% |