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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 | $92,577 | $95,453-3.0% | $112,040-17.4% | $82,448+12.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.37% | 23.92%-15.5pp | 24.52%-16.1pp | 41.64%-33.3pp |
| Employer contribution / active EE | $1,000 | $2,318-56.9% | $2,954-66.1% | $2,551-60.8% |
| Participant deferral / active EE | $1,498 | $4,224-64.5% | $5,098-70.6% | $4,139-63.8% |
| Admin fee / account holder | $12,909 | $9,013+43.2% | $12,098+6.7% | $7,234+78.4% |