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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 | $68,680 | $73,981-7.2% | $105,754-35.1% | $62,881+9.2% |
| Participation rate | 96.0% | 71.7%+24.3pp | 78.9%+17.1pp | 69.3%+26.7pp |
| Annual return | -0.78% | 17.60%-18.4pp | 12.25%-13.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $1,261 | $2,856-55.8% | $4,079-69.1% | $2,281-44.7% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,404 | $5,976-9.6% | $8,309-35.0% | $4,296+25.8% |