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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 | $67,623 | $82,028-17.6% | $123,105-45.1% | $59,633+13.4% |
| Participation rate | 85.2% | 83.2%+2.0pp | 86.8%-1.6pp | 68.7%+16.5pp |
| Annual return | -3.60% | 5.12%-8.7pp | 13.22%-16.8pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $3,550 | $3,297+7.7% | $5,151-31.1% | $2,203+61.2% |
| Participant deferral / active EE | $650 | $4,667-86.1% | $6,229-89.6% | $3,192-79.6% |
| Admin fee / account holder | $2,327 | $5,879-60.4% | $9,014-74.2% | $4,297-45.9% |