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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 | $137,830 | $88,707+55.4% | $74,184+85.8% | $273,972-49.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.83% | 11.94%-12.8pp | 17.74%-18.6pp | 41.46%-42.3pp |
| Employer contribution / active EE | $2,024 | $3,159-35.9% | $2,370-14.6% | $4,869-58.4% |
| Participant deferral / active EE | $730 | $4,212-82.7% | $3,550-79.4% | $5,287-86.2% |
| Admin fee / account holder | $2,420 | $8,717-72.2% | $5,586-56.7% | $10,133-76.1% |