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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 | $60,577 | $65,361-7.3% | $92,903-34.8% | $72,983-17.0% |
| Participation rate | 82.4% | 68.3%+14.0pp | 76.0%+6.3pp | 69.5%+12.9pp |
| Annual return | 2.26% | 42.11%-39.8pp | 109.43%-107.2pp | 81.01%-78.8pp |
| Employer contribution / active EE | $7,349 | $2,594+183.3% | $3,653+101.2% | $2,440+201.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,334 | $4,251+25.5% | $5,795-8.0% | $5,124+4.1% |