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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 | $75,254 | $109,359-31.2% | $162,185-53.6% | $72,976+3.1% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 17.14% | 25.46%-8.3pp | 115.61%-98.5pp | 81.02%-63.9pp |
| Employer contribution / active EE | $1,383 | $3,907-64.6% | $5,613-75.4% | $2,440-43.3% |
| Participant deferral / active EE | $2,090 | $5,481-61.9% | $7,297-71.4% | $3,608-42.1% |
| Admin fee / account holder | $12,801 | $7,972+60.6% | $10,844+18.0% | $5,124+149.8% |