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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 | $195,343 | $99,345+96.6% | $84,753+130.5% | $273,972-28.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | -2.85% | 22.93%-25.8pp | 22.78%-25.6pp | 41.46%-44.3pp |
| Employer contribution / active EE | $3,750 | $4,214-11.0% | $3,574+4.9% | $4,869-23.0% |
| Participant deferral / active EE | $481 | $4,270-88.7% | $3,712-87.0% | $5,287-90.9% |
| Admin fee / account holder | $7,448 | $6,645+12.1% | $5,333+39.7% | $10,133-26.5% |