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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 | $50,956 | $78,428-35.0% | $95,960-46.9% | $79,852-36.2% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 9.90% | 19.37%-9.5pp | 91.63%-81.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $1,852 | $1,945-4.8% | $2,541-27.1% | $2,471-25.1% |
| Participant deferral / active EE | $901 | $3,440-73.8% | $4,167-78.4% | $3,740-75.9% |
| Admin fee / account holder | $16,059 | $5,622+185.6% | $6,797+136.3% | $5,306+202.6% |