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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 | $57,402 | $123,898-53.7% | $116,538-50.7% | $155,188-63.0% |
| Participation rate | 82.4% | 83.7%-1.4pp | 82.6%-0.2pp | 80.8%+1.5pp |
| Annual return | 5.63% | 16.04%-10.4pp | 17.97%-12.3pp | 148.84%-143.2pp |
| Employer contribution / active EE | $4,812 | $4,739+1.5% | $4,541+6.0% | $4,248+13.3% |
| Participant deferral / active EE | $1,464 | $6,400-77.1% | $6,207-76.4% | $6,531-77.6% |
| Admin fee / account holder | $42,073 | $9,174+358.6% | $8,737+381.5% | $14,480+190.6% |