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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 | $91,700 | $76,551+19.8% | $123,894-26.0% | $62,881+45.8% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | -0.72% | 18.68%-19.4pp | 47.52%-48.2pp | 20.14%-20.9pp |
| Employer contribution / active EE | $16,358 | $2,882+467.5% | $4,617+254.3% | $2,281+617.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,536 | $4,826-47.4% | $8,357-69.6% | $4,296-41.0% |