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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 | $62,014 | $93,345-33.6% | $119,126-47.9% | $87,485-29.1% |
| Participation rate | 70.5% | 68.7%+1.7pp | 75.8%-5.3pp | 68.9%+1.5pp |
| Annual return | 11.11% | 19.08%-8.0pp | 282.11%-271.0pp | 26.06%-14.9pp |
| Employer contribution / active EE | $2,999 | $3,172-5.4% | $4,034-25.6% | $2,596+15.5% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,143 | $8,039-85.8% | $10,693-89.3% | $7,775-85.3% |