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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 | $89,757 | $99,345-9.7% | $84,753+5.9% | $273,972-67.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | -3.60% | 22.93%-26.5pp | 22.78%-26.4pp | 41.46%-45.1pp |
| Employer contribution / active EE | $1,000 | $4,214-76.3% | $3,574-72.0% | $4,869-79.5% |
| Participant deferral / active EE | $1,010 | $4,270-76.3% | $3,712-72.8% | $5,287-80.9% |
| Admin fee / account holder | $8,469 | $6,645+27.4% | $5,333+58.8% | $10,133-16.4% |