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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 | $65,990 | $48,337+36.5% | $67,560-2.3% | $80,959-18.5% |
| Participation rate | 88.5% | 66.4%+22.0pp | 72.9%+15.5pp | 67.7%+20.8pp |
| Annual return | 10.60% | 18.26%-7.7pp | 3533.50%-3522.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $1,869 | $2,023-7.6% | $2,737-31.7% | $2,757-32.2% |
| Participant deferral / active EE | $672 | $2,928-77.1% | $4,004-83.2% | $4,300-84.4% |
| Admin fee / account holder | $11,949 | $3,695+223.3% | $3,994+199.2% | $6,925+72.5% |