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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 | $116,229 | $81,504+42.6% | $102,437+13.5% | $80,959+43.6% |
| Participation rate | 88.9% | 66.9%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 9.09% | 25.60%-16.5pp | 24.95%-15.9pp | 35.67%-26.6pp |
| Employer contribution / active EE | $17,564 | $3,104+465.9% | $3,871+353.8% | $2,757+537.0% |
| Participant deferral / active EE | $467 | $3,871-87.9% | $5,060-90.8% | $4,300-89.1% |
| Admin fee / account holder | $4,426 | $6,719-34.1% | $8,388-47.2% | $6,925-36.1% |