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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 | $83,652 | $60,349+38.6% | $74,183+12.8% | $62,891+33.0% |
| Participation rate | 97.0% | 72.7%+24.2pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | -2.24% | 21.37%-23.6pp | 17.74%-20.0pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,515 | $1,680-9.8% | $2,370-36.1% | $2,281-33.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,654 | $4,261-61.2% | $5,586-70.4% | $4,296-61.5% |