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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 | $88,684 | $112,729-21.3% | $98,716-10.2% | $137,256-35.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 8.62% | 38.48%-29.9pp | 31.81%-23.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $710 | $2,725-73.9% | $2,279-68.8% | $4,156-82.9% |
| Participant deferral / active EE | $1,065 | $4,640-77.0% | $4,048-73.7% | $6,407-83.4% |
| Admin fee / account holder | $42,217 | $10,129+316.8% | $8,703+385.1% | $12,270+244.1% |