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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 | $66,525 | $78,423-15.2% | $95,964-30.7% | $79,856-16.7% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.7pp | 69.6%+1.8pp |
| Annual return | 4.89% | 19.37%-14.5pp | 91.64%-86.8pp | 31.71%-26.8pp |
| Employer contribution / active EE | $795 | $1,945-59.1% | $2,541-68.7% | $2,471-67.8% |
| Participant deferral / active EE | $1,508 | $3,440-56.2% | $4,167-63.8% | $3,741-59.7% |
| Admin fee / account holder | $5,963 | $5,622+6.1% | $6,797-12.3% | $5,306+12.4% |