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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 | $69,273+20.9% | $90,796-7.8% | $82,637+1.4% |
| Participation rate | 91.7% | 64.0%+27.6pp | 69.5%+22.2pp | 68.1%+23.6pp |
| Annual return | 5.79% | 18.37%-12.6pp | 19.29%-13.5pp | 53.51%-47.7pp |
| Employer contribution / active EE | $1,389 | $1,865-25.5% | $2,294-39.4% | $2,552-45.6% |
| Participant deferral / active EE | $8 | $3,047-99.7% | $3,822-99.8% | $4,126-99.8% |
| Admin fee / account holder | $47,869 | $5,511+768.7% | $7,024+581.5% | $7,339+552.3% |