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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 | $77,862 | $86,940-10.4% | $102,434-24.0% | $80,935-3.8% |
| Participation rate | 72.2% | 72.4%-0.2pp | 76.5%-4.3pp | 67.7%+4.6pp |
| Annual return | 8.98% | 18.89%-9.9pp | 29.46%-20.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,335 | $2,370-43.7% | $3,023-55.8% | $2,757-51.6% |
| Participant deferral / active EE | $1,824 | $4,121-55.7% | $5,055-63.9% | $4,299-57.6% |
| Admin fee / account holder | $18,191 | $8,047+126.1% | $9,462+92.3% | $6,924+162.7% |