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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 | $79,157 | $67,411+17.4% | $91,004-13.0% | $70,126+12.9% |
| Participation rate | 89.3% | 71.4%+17.9pp | 75.6%+13.7pp | 69.5%+19.7pp |
| Annual return | 9.75% | -40.16%+49.9pp | 4.60%+5.2pp | 73.15%-63.4pp |
| Employer contribution / active EE | $968 | $1,786-45.8% | $2,456-60.6% | $2,343-58.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,998 | $4,236-29.2% | $5,417-44.7% | $4,645-35.5% |