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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 | $68,555 | $58,523+17.1% | $99,475-31.1% | $72,975-6.1% |
| Participation rate | 70.4% | 64.6%+5.7pp | 73.8%-3.5pp | 69.5%+0.9pp |
| Annual return | 2.79% | 28.51%-25.7pp | 30.72%-27.9pp | 81.01%-78.2pp |
| Employer contribution / active EE | $425 | $1,512-71.9% | $2,540-83.3% | $2,440-82.6% |
| Participant deferral / active EE | $701 | $2,606-73.1% | $3,619-80.6% | $3,608-80.6% |
| Admin fee / account holder | $7,079 | $4,102+72.6% | $6,252+13.2% | $5,124+38.1% |