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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 | $89,259-30.5% | $107,187-42.1% | $82,637-25.0% |
| Participation rate | 70.5% | 67.9%+2.5pp | 75.0%-4.6pp | 68.1%+2.4pp |
| Annual return | 11.11% | 21.02%-9.9pp | 204.55%-193.4pp | 53.51%-42.4pp |
| Employer contribution / active EE | $2,999 | $3,080-2.6% | $3,782-20.7% | $2,552+17.5% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,143 | $7,381-84.5% | $9,162-87.5% | $7,339-84.4% |