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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 | $55,832 | $49,025+13.9% | $87,502-36.2% | $62,881-11.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | -9.25% | 10.02%-19.3pp | 12.21%-21.5pp | 20.14%-29.4pp |
| Employer contribution / active EE | $1,563 | $1,372+13.9% | $2,550-38.7% | $2,281-31.5% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,440 | $4,065-40.0% | $4,221-42.2% | $4,296-43.2% |