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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 | $93,609 | $102,429-8.6% | $147,096-36.4% | $80,925+15.7% |
| Participation rate | 72.5% | 75.9%-3.3pp | 82.2%-9.6pp | 67.7%+4.9pp |
| Annual return | 7.33% | 135.02%-127.7pp | 419.75%-412.4pp | 35.65%-28.3pp |
| Employer contribution / active EE | $3,546 | $3,716-4.6% | $4,936-28.2% | $2,756+28.7% |
| Participant deferral / active EE | $2,193 | $6,649-67.0% | $8,071-72.8% | $4,299-49.0% |
| Admin fee / account holder | $29,943 | $7,957+276.3% | $13,005+130.2% | $6,940+331.5% |