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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 | $93,500 | $72,492+29.0% | $87,104+7.3% | $72,975+28.1% |
| Participation rate | 89.7% | 72.8%+16.8pp | 76.9%+12.8pp | 69.5%+20.2pp |
| Annual return | -6.78% | 24.46%-31.2pp | 28.19%-35.0pp | 81.01%-87.8pp |
| Employer contribution / active EE | $1,221 | $1,894-35.5% | $2,521-51.6% | $2,440-49.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,826 | $5,055+114.2% | $7,491+44.5% | $5,124+111.3% |