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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 | $83,756 | $75,720+10.6% | $90,312-7.3% | $86,983-3.7% |
| Participation rate | 91.7% | 66.3%+25.4pp | 72.9%+18.8pp | 69.5%+22.1pp |
| Annual return | 5.79% | 18.55%-12.8pp | 18.90%-13.1pp | 25.83%-20.0pp |
| Employer contribution / active EE | $1,389 | $1,945-28.6% | $2,243-38.1% | $2,584-46.3% |
| Participant deferral / active EE | $8 | $3,001-99.7% | $3,749-99.8% | $4,194-99.8% |
| Admin fee / account holder | $47,869 | $6,201+672.0% | $8,248+480.4% | $7,856+509.3% |