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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 | $85,119 | $109,359-22.2% | $162,185-47.5% | $72,976+16.6% |
| Participation rate | 84.8% | 84.3%+0.6pp | 87.6%-2.7pp | 69.5%+15.4pp |
| Annual return | 17.11% | 25.46%-8.3pp | 115.61%-98.5pp | 81.02%-63.9pp |
| Employer contribution / active EE | $1,569 | $3,907-59.8% | $5,613-72.0% | $2,440-35.7% |
| Participant deferral / active EE | $2,189 | $5,481-60.1% | $7,297-70.0% | $3,608-39.3% |
| Admin fee / account holder | $25,721 | $7,972+222.7% | $10,844+137.2% | $5,124+402.0% |