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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 | $132,230 | $115,931+14.1% | $185,441-28.7% | $86,983+52.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 6.91% | 21.47%-14.6pp | 20.16%-13.3pp | 25.83%-18.9pp |
| Employer contribution / active EE | $4,577 | $2,937+55.8% | $4,672-2.0% | $2,584+77.1% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,045 | $10,687-15.4% | $17,890-49.4% | $7,856+15.1% |