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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 | $83,043 | $63,845+30.1% | $81,370+2.1% | $80,959+2.6% |
| Participation rate | 98.3% | 63.9%+34.5pp | 69.5%+28.8pp | 67.7%+30.7pp |
| Annual return | -2.29% | 16.37%-18.7pp | 24.85%-27.1pp | 35.67%-38.0pp |
| Employer contribution / active EE | $4,583 | $1,980+131.5% | $2,464+86.0% | $2,757+66.2% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,360 | $5,688-23.3% | $5,749-24.2% | $6,925-37.0% |