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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 | $63,085 | $73,955-14.7% | $96,520-34.6% | $75,181-16.1% |
| Participation rate | 92.6% | 66.4%+26.2pp | 74.3%+18.2pp | 67.2%+25.4pp |
| Annual return | 11.73% | 26.72%-15.0pp | 35.72%-24.0pp | 160.69%-149.0pp |
| Employer contribution / active EE | $7,407 | $2,930+152.8% | $3,739+98.1% | $2,671+177.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,321 | $5,217+2.0% | $6,733-21.0% | $5,650-5.8% |