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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 | $67,370 | $64,010+5.2% | $108,359-37.8% | $64,340+4.7% |
| Participation rate | 100.0% | 49.4%+50.6pp | 70.1%+29.9pp | 55.2%+44.8pp |
| Annual return | 10.24% | 19.74%-9.5pp | 36.89%-26.7pp | 24.14%-13.9pp |
| Employer contribution / active EE | $2,837 | $1,029+175.7% | $2,399+18.2% | $1,862+52.4% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $4,137-100.0% | $2,980-100.0% |
| Admin fee / account holder | $2,789 | $4,885-42.9% | $9,741-71.4% | $3,703-24.7% |