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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 | $97,515 | $101,795-4.2% | $165,100-40.9% | $80,959+20.4% |
| Participation rate | 77.9% | 71.8%+6.1pp | 78.6%-0.7pp | 67.7%+10.3pp |
| Annual return | 7.38% | 16.73%-9.3pp | 70.21%-62.8pp | 35.67%-28.3pp |
| Employer contribution / active EE | $971 | $2,954-67.1% | $4,348-77.7% | $2,757-64.8% |
| Participant deferral / active EE | $1,962 | $4,476-56.2% | $6,035-67.5% | $4,300-54.4% |
| Admin fee / account holder | $15,828 | $8,221+92.5% | $12,696+24.7% | $6,925+128.6% |