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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 | $96,976 | $123,793-21.7% | $177,848-45.5% | $79,856+21.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.59% | 22.82%-17.2pp | 48.33%-42.7pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,771 | $4,095-32.3% | $5,919-53.2% | $2,471+12.1% |
| Participant deferral / active EE | $2,733 | $5,956-54.1% | $7,714-64.6% | $3,741-26.9% |
| Admin fee / account holder | $8,845 | $7,243+22.1% | $12,431-28.8% | $5,306+66.7% |