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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 | $85,037 | $138,385-38.6% | $184,243-53.8% | $80,925+5.1% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.8pp | 67.7%+16.4pp |
| Annual return | 8.23% | 20.02%-11.8pp | 28.82%-20.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $7,052 | $4,851+45.4% | $6,427+9.7% | $2,756+155.9% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,243 | $10,489-11.9% | $13,914-33.6% | $6,940+33.2% |