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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 | $67,911 | $49,255+37.9% | $70,494-3.7% | $79,856-15.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 2.28% | 30.10%-27.8pp | 109.16%-106.9pp | 31.71%-29.4pp |
| Employer contribution / active EE | $11,433 | $2,100+444.4% | $2,738+317.5% | $2,471+362.6% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,991 | $2,879-30.8% | $3,848-48.3% | $5,306-62.5% |