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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 | $56,577 | $72,269-21.7% | $101,271-44.1% | $79,852-29.1% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.8%+19.6pp | 69.6%+25.8pp |
| Annual return | -10.06% | 22.29%-32.4pp | 46.48%-56.5pp | 31.72%-41.8pp |
| Employer contribution / active EE | $3,891 | $2,692+44.5% | $3,660+6.3% | $2,471+57.5% |
| Participant deferral / active EE | $1,249 | $3,282-61.9% | $4,371-71.4% | $3,740-66.6% |
| Admin fee / account holder | $3,415 | $4,401-22.4% | $5,948-42.6% | $5,306-35.6% |