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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 | $73,840 | $72,486+1.9% | $87,103-15.2% | $72,976+1.2% |
| Participation rate | 87.7% | 72.8%+14.9pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 3.94% | 24.46%-20.5pp | 28.19%-24.3pp | 81.02%-77.1pp |
| Employer contribution / active EE | $1,138 | $1,894-39.9% | $2,521-54.9% | $2,440-53.4% |
| Participant deferral / active EE | $1,456 | $3,270-55.5% | $4,049-64.0% | $3,608-59.6% |
| Admin fee / account holder | $9,772 | $5,055+93.3% | $7,491+30.4% | $5,124+90.7% |