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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 | $69,829 | $93,617-25.4% | $135,982-48.6% | $75,177-7.1% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.9pp | 67.2%+26.6pp |
| Annual return | 3.20% | 30.89%-27.7pp | 68.32%-65.1pp | 160.75%-157.5pp |
| Employer contribution / active EE | $3,077 | $3,538-13.0% | $4,859-36.7% | $2,671+15.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,479 | $6,980-78.8% | $10,767-86.3% | $5,651-73.8% |