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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 | $89,982 | $112,729-20.2% | $98,716-8.8% | $137,256-34.4% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.3%+20.2pp | 80.0%+9.5pp |
| Annual return | 3.66% | 38.48%-34.8pp | 31.81%-28.2pp | 220.34%-216.7pp |
| Employer contribution / active EE | $10,714 | $2,725+293.1% | $2,279+370.2% | $4,156+157.8% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,205 | $10,129-88.1% | $8,703-86.2% | $12,270-90.2% |