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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 | $84,833 | $82,028+3.4% | $123,105-31.1% | $59,633+42.3% |
| Participation rate | 82.8% | 83.2%-0.4pp | 86.8%-4.0pp | 68.7%+14.1pp |
| Annual return | -3.13% | 5.12%-8.2pp | 13.22%-16.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $2,160 | $3,297-34.5% | $5,151-58.1% | $2,203-1.9% |
| Participant deferral / active EE | $673 | $4,667-85.6% | $6,229-89.2% | $3,192-78.9% |
| Admin fee / account holder | $3,341 | $5,879-43.2% | $9,014-62.9% | $4,297-22.2% |