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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 | $83,478 | $109,359-23.7% | $162,171-48.5% | $72,983+14.4% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.6pp |
| Annual return | 14.17% | 25.46%-11.3pp | 115.60%-101.4pp | 81.01%-66.8pp |
| Employer contribution / active EE | $5,547 | $3,907+42.0% | $5,613-1.2% | $2,440+127.3% |
| Participant deferral / active EE | $2,343 | $5,481-57.2% | $7,297-67.9% | $3,608-35.0% |
| Admin fee / account holder | $19,223 | $7,972+141.1% | $10,843+77.3% | $5,124+275.2% |