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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 | $91,982 | $123,793-25.7% | $177,848-48.3% | $79,856+15.2% |
| Participation rate | 87.1% | 84.7%+2.5pp | 87.7%-0.6pp | 69.6%+17.5pp |
| Annual return | 7.63% | 22.82%-15.2pp | 48.33%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,237 | $4,095-45.4% | $5,919-62.2% | $2,471-9.5% |
| Participant deferral / active EE | $2,611 | $5,956-56.2% | $7,714-66.2% | $3,741-30.2% |
| Admin fee / account holder | $11,065 | $7,243+52.8% | $12,431-11.0% | $5,306+108.5% |