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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 | $81,446+2.5% | $103,374-19.3% | $80,874+3.2% |
| Participation rate | 87.8% | 66.9%+21.0pp | 74.5%+13.3pp | 67.6%+20.2pp |
| Annual return | 8.81% | 25.57%-16.8pp | 24.89%-16.1pp | 35.62%-26.8pp |
| Employer contribution / active EE | $14,983 | $3,107+382.2% | $3,869+287.2% | $2,756+443.7% |
| Participant deferral / active EE | $256 | $3,870-93.4% | $5,058-94.9% | $4,297-94.0% |
| Admin fee / account holder | $17,253 | $6,715+156.9% | $8,394+105.5% | $6,935+148.8% |