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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 | $92,233 | $98,240-6.1% | $82,312+12.1% | $147,586-37.5% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 6.54% | 30.85%-24.3pp | 25.88%-19.3pp | 578.59%-572.1pp |
| Employer contribution / active EE | $795 | $3,192-75.1% | $2,428-67.3% | $4,876-83.7% |
| Participant deferral / active EE | $1,080 | $4,383-75.4% | $3,706-70.9% | $5,439-80.1% |
| Admin fee / account holder | $23,737 | $8,563+177.2% | $5,608+323.3% | $10,886+118.1% |