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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 | $84,489 | $123,793-31.8% | $177,848-52.5% | $79,856+5.8% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 4.62% | 22.82%-18.2pp | 48.33%-43.7pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,297 | $4,095-68.3% | $5,919-78.1% | $2,471-47.5% |
| Participant deferral / active EE | $750 | $5,956-87.4% | $7,714-90.3% | $3,741-80.0% |
| Admin fee / account holder | $2,560 | $7,243-64.7% | $12,431-79.4% | $5,306-51.8% |