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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 | $62,104 | $53,774+15.5% | $134,162-53.7% | $79,852-22.2% |
| Participation rate | 91.9% | 58.8%+33.1pp | 72.2%+19.7pp | 69.6%+22.3pp |
| Annual return | 7.28% | 19.01%-11.7pp | 36.35%-29.1pp | 31.72%-24.4pp |
| Employer contribution / active EE | $2,212 | $1,322+67.4% | $3,705-40.3% | $2,471-10.5% |
| Participant deferral / active EE | $587 | $2,420-75.7% | $3,500-83.2% | $3,740-84.3% |
| Admin fee / account holder | $20,945 | $3,985+425.6% | $6,685+213.3% | $5,306+294.7% |